Key Points
ICICI and Kotak are looking very good on the largecap stocks and in the midcaps, AU Bank is making a fresh move..
AU Bank has arguably become one of the fastest growing small scale MFSI, which has got the license and now growing very rapidly..
It is the biggest gainer of the rupee weakness. Plus, the underlying strength is that if yields over there are weaker, the dollar is topping out and inflation is on its way down, then IT becomes very big for gaining on the outsourcing side.. Indian companies are moderated and rectified themselves greatly with AI and cloud computing..
That is what our experts have been saying that as a very basic strategy, in the next four to five months, if you just stay committed to the market without churning your portfolio too much, I guess the gains are going to be far more rewarding..
So please stay committed with good stocks and keep prospering over the next many, many years..
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