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...
The sharp sell-off in IT stocks may be overdone, with valuations now reflecting excessive pessimism around artificial intelligence (AI), according to Kawaljeet Saluja, Senior...