Investors seek safety in large-caps amid global uncertainty in H1 2025

Investors seek safety in large-caps amid global uncertainty in H1 2025

Indian equity investors have favoured large cap companies in the first six months of the year—which saw high market volatility amid multiple geopolitical tensions, erratic energy prices, and imposition and later pause of reciprocal tariffs by the US. Agencies The mid- and small-cap benchmark indices, which gained 4% and 0.3% in the first six months, … Read more

Defence stocks surge 50% in a month. ‘Operation Sindoor’ type tactical buy or overkill?

Defence stocks surge 50% in a month. ‘Operation Sindoor’ type tactical buy or overkill?

The successful launch of ‘Operation Sindoor’ in the early hours of Wednesday has once again turned the spotlight on Indian defence stocks, which have rallied nearly 50% over the past month, reflecting strong investor interest. However, experts caution against chasing the rally out of FOMO, stressing the importance of a selective, strategy-driven approach to stock … Read more