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Sanjay Shah, CMD of Prudent Corporate, highlights a shift in preference towards multi-asset allocation over small and midcap stocks. New fund offers have decreased, and while SIPs continue to bring in capital, the focus remains on larger-cap allocations. The market trend advises against heavy investment in small and midcaps, with ELSS receiving significant attention for tax planning.

Godrej Agrovet plans to acquire the remaining 48.06% stake in Creamline Dairy Products for Rs 930 crore, making it a wholly owned subsidiary. The deal will consolidate Godrej Agrovet s position in the dairy sector and is expected to be completed by the end of September. Shares of Godrej Agrovet outperformed its sector, rising by 43.63% in the past year.

India’s stock market correction is driven by technical factors and presents a strategic buying opportunity. Leading analysts believe India s structural growth, policy stability, and favorable demographics continue to make it the best long-term investment destination, despite short-term market pressures.

Puneet Pal, Head of Fixed Income at PGIM India Mutual Fund stated that there is a very high probability of yields falling sharply at the beginning of the new financial year in April, though till March end profit booking from banks will continue, leading to range-bound movement in yields

Chirag Mehta, CIO of Quantum AMC, believes that while large caps are undervaluing, small and midcaps remain pricey, showing potential for further setbacks. Mehta sees investment opportunities in sectors like BFSI, IT, and consumer discretionary, despite global jitters. Key focus is on careful stock selection based on robust underwriting and lending practices.

Asian equities mostly fell Wednesday as investors fret over Donald Trump s ever-changing trade policies amid increasing concern that his tariffs could send the US economy into recession. But Hong Kong, Shanghai, Singapore, Wellington and Manila were in the red, with Sydney down more than one percent, on concerns about the impact of Trump s latest tariffs on Australia s economy.

Varun Goel, Senior Fund Manager at Mirae Asset, highlights the attractiveness of lending, export-oriented sectors like IT and pharma, and low-ticket discretionary items for earnings growth in FY26. He emphasizes the potential revival in Indian markets due to factors such as rate cuts, tax benefits, and positive crop outcomes, predicting improved Nifty earnings.

Jim Walker, Chief Economist at Aletheia Capital, highlights India s exceptional policy stability and macroeconomic foundation, making it an ideal long-term investment hub. He also emphasizes Vietnam s promising economic and political stability, predicting substantial growth in the coming years, making it another attractive destination for investors.

ICICI Securities advises holding Inventurus Knowledge Solutions with a target price of Rs 1,820. The company s growth hinges on cross-selling to Aquity s 800 new clients and reducing Aquity s client count to focus on enterprise clients. Key risks include M&A delays and AI disruptions. Revenue and EPS CAGRs for FY25-28 are modeled at 20% and 34% respectively.