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Daily Voice | This portfolio manager explains why these two themes are likely to do well for 2024

While earnings growth visibility in power space is high in FY25 and FY26, a large part of the growth is discounted, says Harini Dedhia.

Harini dedhiaMonetary policy committeeHead of research at tamohara investmentsPortfolio managerTamohara investmentsMadhabi puriPolicy committeeBse sensexNse niftyBank niftyUs federal reserveRbi monetary policyShare tipsStock tipsShare market tipsStock ideas

Mid and small-cap carnage: How to reposition your portfolio

This correction is an opportunity for investors to strengthen their portfolio, be it mid- or small-caps. The long-term outlook for midcaps remains positive as a large portion of them are domestically oriented businesses, say analysts

Gaurang shahAmbareesh baligaFinedge boseHarini dedhiaVaibhav kaushikAniruddha boseAbhishek banerjeeVineet bolinjkarAshok leylandNifty realtyGeojit financial servicesSuzlon energyHead of research at tamohara investmentsIndian hotelsNifty midcapSenior vice president

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