Fourth quarter results could lead to a selective recovery in the market: Daljeet Kohli

Amid increased volatility and sharp stock-specific reactions to gains, Daljeet Kohli advocates a disciplined bottom-up investment strategy, arguing that broad sectoral or thematic investments may not work in the current environment.Speaking to ETNow, Kohli noted that market diversification has increased significantly, with companies being rewarded or punished purely on quarterly performance. Stocks that disappointed in […]

India-US Trade Deal: The Only Deal That Reaffirmed Post-Budget Market Sentiment – View on Equitymaster News

At home The long view February 4, 2026 – India-US Trade Deal: The only deal that reaffirmed post-Budget market sentiment February 4, 2026 Image source: Kagenmi/www.istockphoto.com Markets have a habit of balancing between extremes. In recent days, Indian stocks have experienced both sides of that spectrum: first fear and then relief. The Union […]

Why a complicated portfolio harms your wealth and how you can simplify it – views on news from EquityMaster

At home The long display September 12, 2025 – Why a complicated portfolio hurts your wealth and how you can simplify it September 12, 2025 Image source: William_Potter/www.istockphoto.com Recently, August 14, 2025 To be precise, India received a large thank you from S&P Global, which has upgraded the sovereign creditworthiness of India of […]