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SUMIT PODDAR
80% of over Rs 1,000 cr mcap stocks are down 20%: Is it time to buy midcaps?While headline indices indicate a moderate decline, a closer look at market breadth reveals a sharper correction. The Nifty 500, covering a...14 Feb, 2025, 03.03 PM IST- Stock-picking key strategy in 2025; focus on differentiation across sectors: Sumit PoddarSumit Poddar, from Tikona Capital, discusses the market correction and predicts a better economic outlook in the upcoming 6-12 months. He h...13 Feb, 2025, 01.54 PM IST
- Sumit Poddar on 3 sectors that are likely to rebound in 2025Sumit Poddar, Founder of Tikona Capital, predicts a rebound in the IT, manufacturing, and consumer discretionary sectors in 2025. He attrib...08 Jan, 2025, 08.11 AM IST
- Ketan Parekh's in regulatory crosshairs, againThe Sebi order said 22 individuals and entities were involved in the front-running scheme. Front running is an illegal practice of purchasi...03 Jan, 2025, 10.21 AM IST
- J&K beat Tripura by four wickets; Odisha defeat Maharashtra by 3 wickets for season's first winVivrant Sharma and Abid Mushtaq's contrasting fifties steered Jammu and Kashmir to a four-wicket victory over Tripura in their Ranji Trophy...15 Nov, 2024, 05.53 PM IST
- Cards vs UPI; Byju’s advisory council dissolvedHappy Monday! UPI's ease of use is driving a shift to cashless payments, leaving debit cards behind. This and more in today’s ETtech Mornin...20 May, 2024, 05.42 PM IST
- Stay invested, we are not in a bubble zone, but remain watchful: Sumit Poddar, Tikona CapitalSumit Poddar discusses the mixed outlook of the market, strong SIP flows, Q3 results, opportunities in smallcaps, and his view on the paint...26 Feb, 2024, 04.25 PM IST
- IT stocks rally as third quarter numbers lift the gloomAfter the results, analysts at top brokerages did not rush to upgrade their ratings on both the stocks. Some of them marginally raised thei...13 Jan, 2024, 07.17 AM IST
- IT on edge: A hawkish Fed could keep sentiment, upsides mutedThe Nifty IT index dropped 1.35% on Wednesday, while the benchmark Nifty ended flat. TCS shed 2% and Infosys fell almost 1.8%.14 Dec, 2023, 05.33 AM IST
- Short-term fear of heights to continue for markets: Sumit PoddarOf course, every other day, we are seeing most of the guys or most of the FIIs rather coming out with blocks and selling out their stakes i...23 Jun, 2023, 02.08 PM IST
- FY24 earnings can be better than what the Street is estimating. Sumit Poddar explains whyTikona Capital's Sumit Poddar believes India is at an inflection point of healthy earnings in the second half of the year. He noted that in...27 Apr, 2023, 09.06 AM IST
- IT midcaps and smallcaps, consumer discretionary stocks showing better traction: Sumit PoddarTikona Capital's Sumit Poddar believes that the fall in inflation, crude prices and commodity costs are driving a positive shift in consume...26 Apr, 2023, 02.55 PM IST
- Be it GFC or Covid crisis, India has emerged as anti-fragile and come out much stronger: Sumit PoddarGlobal sentiments continue to be soft. In such a scenario, it is better to focus on the domestic sectors. Manufacturing or capital goods se...20 Mar, 2023, 03.34 PM IST
- Despite slower growth, expect comeback in IT and banking sectors: Sumit Poddar“While we won’t really call them green shoots, pockets of growth are quite visible as far as banking or infrastructure or IT numbers are co...17 Feb, 2023, 02.40 PM IST
- IT sector will make a comeback in 2023: Sumit Poddar, Tikona Capital“In addition to handling the crisis quite well, India also thrived in this particular situation. As per the anti-fragility concept of Nassi...28 Dec, 2022, 02.49 PM IST
- Which pockets to buy in infrastructure and banking? Sumit Poddar has some suggestions“In infrastructure, we are going through a new capex cycle. In the last cycle it was largely the power sector which had huge capex and was ...06 Oct, 2022, 05.33 PM IST
- Is it time to look at large-, mid-cap IT companies? Why Sumit Poddar is bullish on this domestic theme"Large private banks stocks will come out as a winner because they are investing a lot in digitisation. It is not just about investing in d...06 Oct, 2022, 05.31 PM IST
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