FII flows could return in 2026, markets not pricing in the upside yet: Vikas Khemani
As Indian equities move through a phase of consolidation amid uneven global flows, seasoned investors are increasingly leaning on bottom-up ...
Tuesday, January 20, 2026
Tag: Khemani
25% US tariff not a structural threat to Indian market: Vikas Khemani
"I'm not saying U.S. exports will collapse, but this uncertainty can impact earnings for a quarter or two for companies ...
investment portfolio: Stay the course, no need for tactical portfolio shift: Vikas Khemani
"We have been owning a lot of CDMO. So, the manufacturing as a basket is a very-very promising basket, I ...
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