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LARGECAPS CATCHING UP
Nominal GDP growth could fuel largecap recovery; pharma, auto ancillaries remain preferred bets: Shreyash DevalkarIndian stock markets are defying foreign investor caution, driven by resilient June-quarter earnings. Companies are navigating geopolitical...
Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...
‘Markets will remain noisy. That’s how you make money’: Axis MF’s CEO & MD B. Gopkumar on SIPs, volatility and investingAxis Asset Management Company has navigated turbulent weather in the past few years, coming under regulatory scrutiny over a controversy in...
PPF, SCSS and NSC have outperformed equity in last 2 years, but should you write off equities?Small savings schemes vs Nifty indices: While equities have shown muted returns recently, small savings schemes have offered stable returns...
US stocks | SpaceX IPO draws over $70 billion from retail investors ahead of record stock market debutSpaceX is gearing up for an IPO that has captured the attention of investors far and wide. With retail investments skyrocketing past sevent...
Nifty earnings growth slashed to 8.5% from 14%; no comfort in valuations still: Amish ShahBofA Securities warns Indian equities face rich valuations and halved earnings growth outlook, projecting market gains to mirror profit exp...
Midcap 100 hits record highs while Nifty stalls; Foram Chheda on 2 stocks to buy right nowMarket rotation is unfolding as expected, with largecaps leading, midcaps now outperforming, and smallcaps catching up. ChartAnalytics foun...
Do SIPs really work? ET Wealth-Crisil SIP Study shows long-term SIP investors have almost zero chance of losing money; here’s whyA 10-year SIP investor has zero chance of losing money, while a 4-year investor has an 80% probability of earning over 10%. The ET Wealth–C...
Large-cap funds see 16% decline in inflows while mid- and small-cap funds gain traction. Are investors shifting towards riskier bets?Investor appetite shifted towards riskier mutual fund categories in April, with mid- and small-cap funds attracting record inflows and deli...
Neeraj Dewan bets on defence, realty and NBFCs for long-term growthIndian stocks saw a strong recovery driven by hopes of a US-Iran peace deal. This eased concerns about crude oil prices, benefiting sectors...
Started investing in your 40s-50s? Compensate for lost years with higher savings and disciplined investingThe good thing is that you would be earning well in your 40s and 50s. Combine this with the fact that many of your other goals would have b...
We are in a buy-on-pullbacks rather than sell-on-rallies market but avoid sugar stocks: Sandip Sabharwal“Eventually, there will be a rethink on Govt’s latest ethanol directive, and to that extent, the stronger sugar companies will come back be...
Don’t be under-invested; not next three weeks, look at the next three years: Sanjiv Bhasin“I am looking for a sparkling Diwali, and I would say build up your portfolio. Do not look at the next three weeks, look at the next three ...
Large-cap IT stocks in catch-up mode manage to hold firm"The reason the market saw no panic selling is there is low trader interest and positioning in these stocks, in the segment," said Rohit Sr...
Smallcaps and midcaps should catch up with largecaps now: Nischal Maheshwari“After UPL splits, there will be four very clear companies dealing with domestic agrochemicals, international agrochemicals, a global seed ...
Small-caps are slowly coming back into the limelight: Here's how to play this theme nowSmall-cap funds, at the category average level, have delivered 7.62% during the past month compared to 8.56% by large-cap funds. However, d...
FIIs have started digging into midcaps as well: Sunil Subramaniam, Sundaram MutualIf largecaps have moved higher, it means from value perspective, midcaps have to catch up.
No stopping Nifty! Analysts say 12,000 level just a matter of timeMarket watchers say the domestic market is in a global liquidity-driven rally.
Mutual fund managers increasing investments in large-cap stocksLarge-cap exposure has been in the range of 60-70% historically and has been going up for all open-ended funds.
- Interest rate signal from RBI is the key: Prashastha Seth
I would not subscribe to the theory that is small caps could continue to outperform without large-cap participation.