Home
Storia in 1 fonti
Market turns elective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha Khemka
Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains positive on power, cables and wires, cooling products, manufacturing, and electric vehicles, while favouring select mid- and small-cap companies that continue to deliver strong earnings growth despite broader macroeconomic challenges.
Raccontata da
economictimes.indiatimes.com
Timeline cronologica
- ·
Bottom-up stock picking key for outsized returns in current market: Sunny Agrawal
Geopolitical tensions keep markets on edge. Market expert Sunny Agrawal highlights mid and small-cap companies offer better wealth creation. He points to power infrastructure,…
- ·
Market turns elective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha Khemka
Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains positive on power, cables and wires,…
- ·
Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Thomas
George Thomas of Quantum AMC believes Indian markets have entered a stock pickers phase as RBI flags inflation and growth risks. He favours largecaps, banks, healthcare and…