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Stock-picking on your own? Kotak Equities flags more pain in top 20 retail-heavy stocksAfter gold’s big year, can equities steal the spotlight again in 2026? Dipan Mehta answersKotak Equities sees Indian stocks faring better in 2026 on 3 factors; adds Dixon, raises IndiGo weight

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Stock-picking on your own? Kotak Equities flags more pain in top 20 retail-heavy stocks
Business
Economic Times•Jan 20

Stock-picking on your own? Kotak Equities flags more pain in top 20 retail-heavy stocks

Among these stocks, Reliance Infrastructure, where retail investors hold around 45%, slipped 13% from June 2024 to December 2025. Olectra Greentec fell 34% over the same timeframe, and Tata Technologies declined 36%.

After gold’s big year, can equities steal the spotlight again in 2026? Dipan Mehta answers
Business
Economic Times•Dec 24

After gold’s big year, can equities steal the spotlight again in 2026? Dipan Mehta answers

After golds surprise rally in 2025, equities could regain leadership in 2026, says Dipan Mehta, Director at Elixir Equities. Small- and mid-cap stocks look better placed as earnings catch up and valuations normalise. Metals, autos, ports and select NBFCs remain key themes, while asset-class leadership may rotate again next year.

Kotak Equities sees Indian stocks faring better in 2026 on 3 factors; adds Dixon, raises IndiGo weight
Business•Economic Times•Dec 20

Kotak Equities sees Indian stocks faring better in 2026 on 3 factors; adds Dixon, raises IndiGo weight

Kotak Equities expects Indian stocks to perform better in 2026, driven by earnings recovery, improved domestic consumption, and a stable macro backdrop. The brokerage added Dixon Technologies and Aadhar Housing Finance to its model portfolio, raised IndiGo weight, and trimmed Torrent, Airtel, and Reliance, highlighting selective positioning amid pockets of expensive valuations.

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