Avoid expensive themes, focus on valuations and stock picking: Samit Vartak
Indian equities have staged an impressive recovery from their March lows, with benchmark indices as well as mid- and small-cap ...
Wednesday, July 15, 2026
Tag: Themes
Defence, power themes attract interest, but challenges persist: Anand Tandon
The recent surge in equity markets has caught many investors off guard, prompting a more cautious stance among market participants. ...
Stick to defensive and quality themes amid volatile global setup: Mayuresh Joshi
Indian equity markets have staged a strong rebound of nearly 10% from their March lows on the Nifty, prompting investors ...
Crowded market themes may have no place in ETFs
The market may be entering a new phase: The shaking out of the most crowded "non-traditional" strategies. ETF Action founding ...
25 stocks that survived AI crash reveal what themes could work within Indian IT space
Indian IT stocks have had a bruising run since late January, with selling pressure spreading from largecaps to midcaps as ...
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