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 […]
After a year marked by record overseas sales of Rs 2.32 lakh crore in 2025, the highest ever in Indian capital markets, IT services emerged as the biggest drag, accounting for nearly Rs 80,000 crore of the outflow. The sector was hit by a 12% decline in the Nifty IT index, amid rising concerns over […]