Why you need not say goodbye to capex and invest only in consumption theme (...)
Prashant Khemka, Founder of White Oak Capital Management, anticipates a shift in performance between cyclical and defensive stocks. The Budget may reinforce this phenomenon. Khemka advises maintaining a balanced portfolio, emphasizing stock picking over top-down calls. He also notes the (...)
Site référencé: The Economic Times
The Economic Times
Ahead of Market : 10 things that will decide stock market action on Monday
24/08/2025
D-St Week Ahead : Nifty to remain indecisive ; time to avoid fresh aggressive buying
24/08/2025
Sell Axis Bank on Mon. Buy Lupin, 3 more stocks for 10% potential gains tracker
24/08/2025
Fund Manager Talk | Srinivas Rao Ravuri backs beaten-down QSR stocks for a surprise comeback
24/08/2025
Mind Over Money| Gratitude and Gita lessons anchor my leadership journey : Ankit Agarwal, InsuranceDekho
24/08/2025
Hospital sector positioned for double-digit growth ; Apollo Hospitals, Max Healthcare top picks
24/08/2025
