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Devina Mehra from First Global suggests diversifying investments globally, being underweight on the US, and overweight on Europe, China, and slightly on India. She emphasizes that market leadership changes over time, cautioning against a 'buy and forget' approach. Mehra advises investors to stay invested, as missing key market days can significantly impact returns, despite current uncertainties.
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Amnish Aggarwal of Prabhudas Lilladher suggests a stock-specific approach in the auto sector, highlighting Eicher Motors and M&M as strong domestic performers. He notes that oil marketing companies have performed well due to benign crude prices. While positive on defence stocks long-term, Aggarwal anticipates sideways movement in the near term after a rally post Operation Sindoor.
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Veteran investor Dolly Khanna's portfolio delivered stellar returns in FY26 so far, rising 42% to Rs 555 crore. Mangalore Chemicals turned multibagger, while new additions like Sarla Performance Fibers and Coffee Day posted strong gains. Several existing holdings also rallied, reinforcing Khannas reputation for early identification of high-potential stocks.
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