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Amidst DII buying and FII outflows, mid- and small-cap corrections are driven by valuation and earnings realities, according to Harsha Upadhyaya. He advises caution in these segments due to rich valuations and decelerating earnings, favoring large and select midcaps with a focus on banking, financials, and consumption.
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News and Media
Investor attention is returning to India's infrastructure sector as order flows increase. Analysts expect this trend to continue into next year. The EMS sector is experiencing a growth normalization, leading to valuation concerns. Public sector banks, however, continue to present value opportunities. Experts highlight Bank of India as a key pick, anticipating a re-rating to match private sector banks.
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News and Media
The US central bank lowered interest rates for the third time this year, but the outlook for further cuts remains murky.
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News and Media
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