Where Mayuresh Joshi is putting money to work now | TheBriefWire
Where Mayuresh Joshi is putting money to work now
Published 26 June 2026 ยท finance
Synopsis Indian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second half. While
Synopsis Indian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second half. While Q1 may be challenging due to supply chain issues and inflation, strategist Mayuresh Joshi advises investors to look beyond the near-term. He favors pharma, domestic engineering, and power sectors, with specific interest in midcap private banks like Karur Vysya Bank for their robust performance.
Published: June 26, 2026 โข 12:19 PM IST ยท Updated: June 26, 2026 โข 12:38 PM ISTBy TheBriefWire Editorial Team
Key points
Synopsis Indian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second half.
While Q1 may be challenging due to supply chain issues and inflation, strategist Mayuresh Joshi advises investors to look beyond the near-term.
He favors pharma, domestic engineering, and power sectors, with specific interest in midcap private banks like Karur Vysya Bank for their robust performance.