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Fund Manager Kashyap Javeri views market corrections as opportunities, not warnings. He advocates for investing during volatility, highlighting recent payoffs for those who entered fresh positions or topped up existing ones during the March dip. Javeri is strategically investing in auto ancillaries, capital goods, private banks, and pharma (CDMO), while remaining cautious on infrastructure.
We have collated a list of recommendations from top brokerage firms from ETNow and other sources.
Physicswallah shares are in focus as nearly 26 crore shares, valued at Rs 2,949 crore, become eligible for trade post-lock-in expiry. This event follows a significant price decline from its listing, though the stock has seen some recovery. The edtech platform reported a 34% YoY rise in operating revenue for Q3 FY26.