Model Portfolio

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BlackRock plans to boost its exposure to US equities across its $185 billion model portfolio platform comes at a time when investors are questioning the staying power of this year’s artificial intelligence-fueled rally.

JM Financial's new Model Portfolio favors banks and infrastructure, reflecting optimism in economic recovery. However, it notes persistent earnings downgrades and high valuations, urging investors to be selective and balance exposure across different market caps.

The latest portfolio update by Kotak Institutional Equities enhances allocations for InterGlobe Aviation and Pidilite, dropping Dabur. While banking remains a major focus, the firm cautions investors about high valuations and subdued earnings growth in the current market environment.

Christopher Wood of Jefferies has reshuffled his portfolios, increasing investments in Indian real estate and online travel stocks while reducing stakes in US equities. He shows confidence in India's growth, particularly in the digital economy.

Emkay Global Financial Services has removed IndusInd Bank from its model portfolio due to leadership uncertainty and a derivatives accounting issue, replacing it with Power Finance Corporation for its attractive valuation and growth potential in the power sector.

The Union Budget for FY26 emphasizes fiscal consolidation with a projected deficit reduction. While tax cuts may enhance consumer spending, InCred remains cautious about broader market trends and prefers large-cap stocks, while noting potential underperformance in infrastructure investments.

Emkay Global predicts the Nifty index will reach 25,000 by December 2025, driven by fiscal stimulus and a shift towards Consumer Discretionary sectors. The brokerage has adjusted its portfolio to increase exposure to these sectors while reducing energy holdings.

For FY26, HDFC Securities anticipates a shift to volume-led growth in Indian markets, highlighting sectors like BFSI and industrials. The Nifty 50 index shows modest upside potential, emphasizing selective investments in large-cap stocks amid cautious earnings expectations.

B&K's report highlights a mixed outlook for India's market, with weak domestic demand and exports facing challenges. However, the firm sees potential in improved corporate health and favorable conditions, anticipating stronger market performance and earnings growth later in the year.