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🚨 PLI 2.0 for Mobile Phones may turn up the volume on India's manufacturing ambitions.

Key focus areas:
• Higher domestic value addition
• Local sourcing of components
• Reduced import dependency
• Stronger electronics supply chain

📱 India's smartphone manufacturing story continues to evolve.

🚗⚡ India’s EV revolution is accelerating!

Rising fuel prices and growing consumer adoption are driving EV demand to new highs. But with orders surging, manufacturers are facing supply chain and component shortages.

📈 Demand soaring
⚙️ Supply constrained
🔋 EV transition gaining momentum

📊 ON 29 MAY | Stocks On Radar

Not a buy/sell recommendation

• Asian Paints
• InterGlobe Aviation
• NMDC
• Glenmark Pharma
• Ipca Laboratories
• IREDA
• Gujarat Gas
• Aegis Logistics
• Natco Pharma
• Inox Wind
• BEML
• Jyoti CNC Automation
• Olectra Greentech
• Mishra Dhatu Nigam
• Triveni Engineering
• KNR Constructions
• Premier Explosives
• JM Financial
• Concord Biotech
• Tega Industries

👀 Market participants will be tracking management commentary and future outlook closely.

🚀 GCC Hiring Wave Continues!

Global Capability Centres (GCCs) are expected to hire 1.4–1.5 lakh freshers in FY27, driven by AI, tech expansion & new centre openings. 💼📈

📷 Not a buy/sell recommendation

👀 Stocks To Watch:
• Tata Consultancy Services
• Infosys
• HCL Technologies
• Tech Mahindra
• LTIMindtree

🚀 India’s AI & Data Centre Boom Is Here!

$23B investment may flow into India’s data centre infra by 2030 as AI, cloud & digital adoption accelerate. ⚡🏗️

⚠️ Not a buy/sell recommendation

👀 Stocks To Watch:
• Anant Raj
• Techno Electric & Engineering
• Black Box
• Sterlite Technologies
• Netweb Technologies

🚀 India’s Flex Space Boom Is Just Getting Started!
Strong demand, premium office upgrades & rising enterprise adoption are fueling the next growth wave in the flexible workspace sector.📈

🏢Key listed players showing momentum:

• WeWork India Management
• Smartworks Coworking Spaces
• IndiQube Spaces
• Awfis Space Solutions👀

Beneficiary Stocks To Watch:
• DLF
• Embassy Office Parks REIT
• Mindspace Business Parks REIT
• Brookfield India REIT
• Prestige Estates Projects
• Phoenix Mills
• Brigade Enterprises
• Sunteck Realty

💡 Trends Supporting The Sector:

✅ GCC expansion in India
✅ Hybrid work adoption
✅ Rising premium office demand
✅ Startup & enterprise leasing growth
✅ Higher occupancy + operating leverage

📊 ON 28 MAY | Stocks On Radar

⚠️ Not a buy/sell recommendation

• Ashok Leyland
• Alkem Laboratories
• Apar Industries
• Bharat Dynamics
• Schneider Electric Infrastructure
• Procter & Gamble Hygiene and Health Care
• ITI
• Finolex Cables
• Avanti Feeds
• Graphite India
• JSW Holdings
• Lemon Tree Hotels
• Praj Industries
• Happiest Minds Technologies
• HG Infra Engineering
• Hawkins Cooker
• EFC (I)
• TCPL Packaging
• SPML Infra
• Goodyear India
• Themis Medicare
• Max India
• Heranba Industries
• Global Education
• Moneyboxx Finance

Top Large Cap Funds – 27 May 2026 📊

Large Cap mutual funds witnessed mild profit booking today as markets turned slightly cautious 📉

• Nippon India Large Cap +0.37 %
• ICICI Pru Large Cap +0.18%
• Kotak Large Cap +0.39%
• Axis Large Cap +0.30%
• HDFC Large Cap +0.41%

After recent stability, slight declines reflect short-term consolidation in large cap space.

Large caps continue to remain relatively stable despite minor corrections 📊

Flexicap Funds – 27 May 2026 Update 📊

Flexicap mutual funds saw mild pressure today with mixed performance across funds 📉

• Invesco India Flexi Cap -0.22%
• ICICI Pru Flexicap -0.16%
• Kotak Flexicap +0.19%
• HDFC Flexi Cap +0.05%

Markets showed slight weakness, impacting diversified portfolios in the short term.

Flexicap funds continue to provide dynamic allocation, helping manage volatility over time 📊