Markets
Stick to defensive and quality themes amid volatile global setup: Mayuresh Joshi
Indian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. Key sectors like power and pharmaceuticals are attracting attention. Mid-cap PSU banks are also seen as promising. Niche engineering and manufacturing firms are expected to perform well. This selective approach is driven by evolving global demand and input costs.
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