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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. ....

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Nifty: ETMarkets Smart Talk: Key risk to watch out! FII flows into Indian equities could slow down: Harini Dedhia

"The last few months are more for campaigning/sloganeering rather than actual spending. To that extent, I feel that we may see a tempering of actual capex spend from the government over the next couple of quarters. A real pick-up would be once the new cabinet is in place. For now, we would like to take advantage of any volatility in the prices of capital goods companies to add some from the ‘flow category of companies to our portfolio." ....

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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 ....

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Pharma and healthcare is showstopper as deals rain

Pharma and healthcare is showstopper as deals rain
financialexpress.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialexpress.com Daily Mail and Mail on Sunday newspapers.

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