Kotak Institutional Equities has removed capital goods stocks such as ABB India, Siemens and Cummins India from its model portfolio after a sharp rally...
The improving fundamentals of public sector banks have narrowed the gap with private lenders and support a more balanced investment approach across the sector,...
Kotak Institutional Equities is positioning portfolios with a clear top-down preference for Contract Research, Development, And Manufacturing Organization (CRDMOs), domestic formulations and hospitals, arguing...