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India’s hospital and defence sectors offer strong long-term investment potential, driven by capacity expansion, medical tourism, healthy order books and policy support. Marketsmith India’s Mayuresh Joshi explains why organised healthcare players and select defence stocks remain attractive despite valuation concerns, highlighting structural growth drivers, improving balance sheets and disciplined capital allocation.Read More

Despite Nifty 50 hitting record highs in 2025, many portfolios lagged due to market polarization, with large-caps outperforming mid- and small-caps. This divergence stemmed from expensive valuations and uneven earnings growth in smaller segments. Looking ahead, sustained SIP inflows and a strong IPO pipeline are expected to drive market stability and growth in 2026.Read More

Anand Shah, CIO at ICICI Prudential AMC, emphasizes that companies, not markets, create wealth through compounding. His BMV framework (Business, Management, Valuation) guides stock selection, prioritizing sustainable earnings growth, quality, and reasonable valuations. Shah advocates for businesses that outperform their sectors and grow faster than GDP, while surviving downturns.Read More

As 2026 approaches, fixed income investors face nuanced challenges with slowing rate cuts. Siddharth Chaudhary of Bajaj Finserv AMC advocates a barbell strategy, balancing cash for flexibility with selective long-duration bonds. Attractive term premiums, evolving RBI liquidity, and INR stability shape bond market opportunities, with potential for spread compression amid managed volatility.Read More

Indian investors are increasingly seeking global diversification, with outbound investment queries rising 25-30% year-on-year. Despite domestic market highs, global markets like the US, Europe, and Japan have outperformed. Technology, clean energy, and healthcare are key themes attracting interest, with a recommended 20% allocation to global assets.Read More