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Daljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities in CV autos and ancillaries, remains cautious on IT and microfinance, and expects Q4 results to drive selective re-rating.
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News and Media
Following Israels pre-emptive strike on Iran, geopolitical tensions boost safe-haven demand. Gold and silver futures are expected to open higher, offering traders significant upside opportunities.
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News and Media
Sudip Bandyopadhyay highlights selective bottom-up investment opportunities in chemicals, defense, energy, retail, and telecom sectors amid market consolidation and improving corporate fundamentals. FIIs show early inflows, supporting a positive long-term outlook.
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News and Media
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