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Kotak Mutual Fund's Mandar Pawar anticipates domestic themes like consumption, autos, and cement to fuel market growth. He expects earnings momentum to strengthen in H2FY26, driven by improving rural demand, festive tailwinds, and rising construction, despite global trade uncertainties. Pawar favors consumer discretionary, autos, and cement sectors, while also highlighting potential in specialty chemicals and energy transmission.
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Investors eyeing dividend payouts should note that today is the ex-dividend date for nine companies, including Alivus Life Sciences with a Rs 5 per share dividend. Other notable companies like Triveni Engineering and Triveni Turbine are also offering dividends. To be eligible for these payouts, investors must hold the stocks before today's trading close.
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Home Office minister Seema Malhotra has called on the contractor to remove the jobs at the immigration removal centre.
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