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Amit Khurana of Dolat Capital anticipates limited market movement in the coming quarter due to headwinds, suggesting a cooling period before renewed buying. Upside potential is capped, while downside risk is protected. He advises a neutral stance on the pharma sector for FY26, citing normalizing tailwinds and US trade tariffs, but favors JB, Ajanta, Cipla, and Torrent.
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The investment was made in InCred Holdings Ltd, the parent of tech-driven NBFC InCred Financial Services, which operates across consumer, SME, and education lending.
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Banking sectors net profit rose just 4.9% YoY in Q4 FY25the slowest in 17 quartersdue to weak private bank performance, SBIs earnings drop, and pressure on margins. Upcoming rate cuts and liquidity measures may ease stress ahead.
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