US Stock Reports, Quotes and News
Post March caution, markets rebounded but earnings season remains weak. Focus should be on turnaround signs or visibility in stock selection. Amit Khurana of Dolat Capital says that while battery companies have outperformed, IT midcaps remain overvalued. He is positive on capex stories but remains wary of high valuation stocks.
Pawan Bharaddia\’s Equitree fund focuses on high-growth businesses with strong moats. Despite the market corrections, the fund consistently outperformed, delivering 55.33% TWRR. Expecting a bullish market in FY25 with sector rotations and wealth creation through stock picking. Baraddia says \”we believe that FY25 will be a year of ground-up stock picking for wealth creation and not a broad-based rally in the markets.\”