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    PSBs, pharma and defence: HDFC Securities CEO names Samvat 2083’s dark horses

    HDFC Securities MD and CEO Dhiraj Relli identifies public sector banks, pharmaceuticals and defence as potential outperformers in Samvat 2083. He favours largecaps for valuation comfort, highlights selective stock opportunities and urges investors to prioritise earnings visibility and disciplined asset allocation.

    Care comes at a cost: India's ageing population exposes a broken caregiving system

    India's rapidly ageing population is driving demand for caregivers, but the sector faces a shortage of trained workers, low wages, poor working conditions and uneven recruitment standards. High costs burden families, while inadequate training and job security undermine care quality. Experts call for professional recognition, better pay and structured training.

    Rs 48 lakh in cash received from the sale of two properties, paid capital gains tax but received an income tax notice; taxpayer wins the case in ITAT Cuttack for this reason

    Mr. Purushottam residing in Kabisurya Nagar, encountered a penalty for accepting cash payments linked to his property sales. He sold two properties totaling Rs 47.54 lakh and declared these earnings accurately. Despite paying the required capital gains tax, an investigation by the Assessing Officer into the cash dealings led to a penalty.

    Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategy

    As we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-cap stocks and the banking sector due to their better earnings prospects and attractive valuations. Meanwhile, although mid- and small-cap sectors may face hurdles, the cement industry might see unexpected margin improvements.

    Quote of the day by Jack White: 'Sometimes love gets in the way of itself. We want things so much that we sabotage them.' Evergreen lesson on the danger of insecurity from 12-Grammy winner

    While love is a basic human necessity that fosters companionship, joy, and emotional satisfaction, it can occasionally turn into an excessive and unhealthy experience. When love surpasses the limits of logic and transforms into fixation, it can slowly evolve into a source of emotional turmoil instead of solace.

    Largecaps could finally have their day in Samvat 2083, says TCG AMC’s Shahzad Madon

    Largecaps, which have lagged mid- and smallcaps for much of 2026, could finally regain market leadership in Samvat 2083 as investors turn to businesses with stronger balance sheets, credible management and sustainable earnings growth, according to TCG AMC’s Shahzad Madon.

    The Economic Times
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