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Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will be crucial for portfolio construction in the coming months. Investors should focus on direct beneficiaries of government initiatives like MSME expansion, with credit and hiring-linked plays showing promise.
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News and Media
PB Fintech shares fell amid concerns that the proposed Insurance Bill 2025 could allow IRDAI to cap insurance agent commissions, raising regulatory risks for digital insurance marketplaces and intermediaries.
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News and Media
Unemployment rises slightly as job vacancies flatline in a "subdued labour market"
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News and Media
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