Venkatesh Balasubramaniam highlights expensive Indian markets with muted EPS growth, cautious sector bets, and selective opportunities in autos, hospitality, mid-cap IT, and energy amid rising oil prices and IPO exuberance.
The government-backed ONDC is transforming Indias digital finance ecosystem by connecting buyers and sellers of mutual funds, loans, and insurance through a unified digital network, enabling seamless investments across multiple platforms and asset managers.
Over five trading sessions ending October 24, the Sensex rose 744 points (0.81%), led by 13 small-cap stocks with gains of 316%, including GM Breweries, KPI Green Energy, and GMR Power & Urban Infra.
