As earnings momentum stabilizes and valuation foam normalizes, the risk-reward equation in the broader markets becomes more constructive. WhiteOak Capital’s Trupti Agrawal believes the recent correction has created wider opportunities for small and mid-cap stocks, where improving fundamentals, relative earnings resilience and market inefficiencies are starting to offer selective alpha potential. Edited excerpts from a […]
India was beset by multiple macro challenges in FY25 and 1HFY26. The government tightened its fiscal belt in FY25 by reducing the fiscal deficit by 46 basis points of GDP, mainly by keeping expenditure under control. At the same time, the RBI stepped in to tackle the exuberance in private lending through a series of […]