Indian companies face near-term credit challenges due to high energy prices. Geopolitical risks and trade developments also shape the corporate landscape. While some sectors like capital goods and defence show strength, others like aviation and fertilisers fa…
Foreign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is driven by growth opportunities in sectors like capital goods, manufacturing, and new-a…
Market expert Sudip Bandyopadhyay outlines investment strategies across key sectors. He sees opportunities in State Bank of India and a generational re-rating for the pharma sector. Capital goods also present long-term buying windows. Consumption requires cau…