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VINOD KARKI INSIGHTS
Nifty is better insulated than you think; here's what Vinod Karki is buying right nowGeopolitical tensions are impacting global markets. Vinod Karki, Equity Strategist at ICICI Securities, suggests the Nifty index offers a s...- In Q4, more beats than misses as market went into earning season with low expectations: Vinod KarkiICICI Securities' Vinod Karki notes FY25 corporate losses hit a cycle low, with profit growth exceeding nominal GDP. Q4 results beat muted ...
- Capex and manufacturing theme to outperform going ahead: Vinod KarkiI think both industry credit and industrial capex along with real estate development which is a large part of as I said the investment cycl...
- Small and microcaps could outperform next year: Vinod Karki, ICICI SecAmong metals, Tata Steel and infrastructure related stocks like L&T, Engineers India are our top picks.
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