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REDUCED VALUATION DISPERSION
For long-term investors: Boring portfolio that wins difficult years; 5 large-cap stocks with upside potential up to 20%A sector leader is not just the company with the largest market share. Market share matters, but it is a result, not a cause. The cause is ...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsFrom a macro perspective, it is clearly a good time to be bullish. But as valuations remain high in parts of the market despite the recent ...
5 mid-cap stocks from different sectors with an upside potential of 13 to 24% in one year, according to analystsWhen mid-caps were rising, every concern on valuation was treated as unnecessary caution. Investors who advised patience were told they wer...
Stock picks of the week; 5 stocks with consistent score improvement and upside potential of up to 25%Even in normal times it is futile to try and guess the outcome of most global events. But in the New World Order, it makes no sense at all ...
20 months of bearish markets: One additional letter that tells you which 'cheap' stocks are actually cheapMost investors live by one ratio. That ratio that tells them all they want to know – or should one say all they want to hear? They open a s...
Up to 531% returns: 23 small & midcap multibaggers you might have missed in 2026Several small and midcap stocks have achieved multibagger status in 2026, offering substantial returns. Companies in sectors like fiber opt...
ETMarkets Smart Talk | Don't mistake FII outflows for a loss of confidence in India's growth story: Himanshu SrivastavaForeign investors withdrew almost $5 billion from India funds in March 2026. This outflow stemmed from global uncertainty and high valuatio...
Markets at crossroads? Axis AMC’s Hitesh Zaveri on largecaps vs smallcaps, IT stocks, and portfolio de-riskingPeriods of consolidation may be viewed as opportunities to accumulate quality businesses rather than reasons for concern, subject to indivi...
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 25%Is there some factor playing out in the market that is not immediately visible? And is that factor an indication that while things are curr...
Mutual funds bought 505 smallcap stocks in March crash. Two weeks later, they're winning bigIndian mutual funds bought smallcap stocks in March when retail investors sold. This strategy paid off as the Nifty Smallcap 250 index rose...
For investors with ability to think beyond FY27: 5 mid-cap stocks from different sectors with an upside potential up to 33%The US blockade of the Strait of Hormuz, a claim by President Trump that negotiations are not dead in the water, and some tough talk from I...
While bourses look at when uncertainty prices itself into valuations, Trump plays blackjackIndian stock markets face pressure from escalating West Asian geopolitical tensions. Rising oil prices impact India's economy, affecting in...
Specialised Investment Funds face first real stress test in volatile markets, deliver mixed early returnsNew investment funds, Specialised Investment Funds or SIFs, are undergoing a crucial test. Launched last year, these funds offer flexible s...
ETMarkets Smart Talk | 2026 will be a year of moderation, not acceleration, as earnings growth normalises: Ambit CapitalIndian equities may see a measured year in 2026 after record highs in 2025. Experts anticipate muted headline returns and sharper stock-lev...
No low-hanging fruits in this market; be ready for healthy real returns but lower nominal returns: Prashant JainPrashant Jain observes the Indian market as fairly valued. He notes reduced valuation dispersion across sectors. Nominal GDP growth is arou...
ETMarkets Smart Talk: Deploy cash gradually as longer-term story for India is attractive: Vaibhav Sanghavi"While the correction in our markets has set in, it's still much better than the global peers. We would be one of the fastest and the most ...
Markets flashing yellow-amber. It’s time to be cautious, not scaredIt is advisable to not just limit exposure to small- and mid-caps but also be more selective, said Prashant Jain, CIO, HDFC Mutual Fund.
Value buys will drive upside in midcaps: CLSAAvoid cos with high promoter pledges; bottom-up approach may work, it said.
Home appliance stocks next big bet on Dalal Street; top 9 picks to watch out: JPMorganJPMorgan is of the view that the two key variables affecting demand are: 1) inflation and 2) sentiment. The outlook on both is positive.
- Positive on pharma and IT sector, underweight on commodities: Kotak Life Insurance
Although the earnings on consumption stocks were very robust, but incrementally because of valuation we have brought down our exposure ther...