Samco baffled by post election rally; liked Jubilant Food, Metropolis, Mamaearth, Senco in mid/smallcap space

Indian markets recover over 4% in June post-election drop, SAMCO sees limited Nifty upside due to high valuations. Positive outlook on Durables, Materials, FMCG, and Tech sectors. SMID picks include Jubilant FoodWorks, Honasa Consumer, Suprajit Engineering, Metropolis Healthcare, and Senco Gold.

Samco baffled by post election rally; liked Jubilant Food, Metropolis, Mamaearth, Senco in mid/smallcap space
Indian markets recover over 4% in June post-election drop, SAMCO sees limited Nifty upside due to high valuations. Positive outlook on Durables, Materials, FMCG, and Tech sectors. SMID picks include Jubilant FoodWorks, Honasa Consumer, Suprajit Engineering, Metropolis Healthcare, and Senco Gold.