MIDCAPS AND SMALLCAPS
46 smallcap stocks offer double-digit weekly returns in rangebound market HPL Electric and Power was the top gainer in the smallcap pack with 40% return, followed by PC Jeweller (36.17%), Kellton Tech Solutions (32.64%), and Shipping Corp (28.5%).
13 Jul, 2024, 09.52 AM ISTWall Street closes higher on bets for Fed rate cut Wall Street closed higher on Friday with the S&P 500 and Dow Jones hitting intraday record highs, driven by expectations of a Federal Reserve rate cut in September. Major tech stocks like Apple and Nvidia rebounded, while big banks reported mixed re...
13 Jul, 2024, 09.14 AM ISTSectoral rotation away from Magnificent 7 seen in US, pickup in midcaps, smallcaps: Ajay Bagga The January-March data in the US disappointed. That is looking like an anomaly based on the last two months' data. It is giving more leeway to the markets. Ajay Bagga sats there will be a sectoral rotation away from the magnificent seven, from the g...
12 Jul, 2024, 09.58 AM IST
Weekly Top mid and smallcap picks: These mid and smallcap stocks scored 10 on 10 on Stock Reports Plus Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score i...
12 Jul, 2024, 08.30 AM ISTEarnings, Budget to drive market; risk-reward favours largecaps & midcaps vis-a-vis smallcaps: Shibani Sircar Kurian Boost to overall infra space and the investment-led growth will possibly continue. 'We will have to wait and see what allocations are made to specific industries and segments, which we will get to know shortly, and the second factor of course will b...
11 Jul, 2024, 03.18 PM ISTSensex ends over 400 points lower, smallcaps worst hit. 5 factors brought the bears out Stock Market Crash: Sensex plunged over 800 points intraday on Wednesday, with Nifty dropping over 1%, shaking retail investors accustomed to daily gains but recovered half of the losses towards the end of the day. Smallcap and midcap indices saw th...
10 Jul, 2024, 03.44 PM ISTNifty valuation above 5-year average, most narratives priced-in. What should investors do? Since the June 4 market debacle when Nifty hit a low of 21,884.50, it has seen a rally largely moving towards north. The index attained a lifetime high of 24,433.20, traversing 2,560 points or 12%.
10 Jul, 2024, 03.27 PM IST2 top stock recommendations from Aditya Arora Largecaps look constructive in this backdrop and dollar index could also correct. If Fed cuts interest rate, then dollar index could correct which is positive for emerging markets like India. Hence, I remain constructive on indices, largecaps, Nift...
08 Jul, 2024, 01.18 PM ISTWill small and midcap rallies continue and have more momentum vs largecaps? Vinit Sambre explains Vinit Sambre says that given today’s valuations, incrementally investors should align to slightly longer-term thinking. Near-term could be challenging and maybe for one year, one should give up returns expectation is what I can sort of guide or warn...
08 Jul, 2024, 11.33 AM ISTETMarkets Smart Talk: India's economy poised for strong growth in second half of 2024, market outlook cautious: Vipul Bhowar India's economy is expected to experience strong growth in the second half of 2024. This growth will be fuelled by robust public investment and resilient private consumption, supported by strong domestic factors, decreasing inflation, and favourable...
05 Jul, 2024, 09.00 AM IST2 top stock recommendations from Rahul Sharma Now, the way Nifty is heading, we feel that putting a target is anybody's guess. But 24,200, 24,500 is where we are expecting the Nifty to head very fast in the next few trading sessions. So, momentum moves is something that we are looking for.
27 Jun, 2024, 01.22 PM ISTHow to build a multi-asset portfolio using ETFs A carefully determined asset allocation can be used to construct a portfolio across asset classes and rebalance the portfolio from time to time. Exchange traded funds (ETF) can come in handy for this purpose.
17 Jun, 2024, 03.11 PM ISTIndustry campaigns like 'Mutual Funds Sahi Hai' key to SIP growth: Sunil Subramaniam I think it is still under-penetrated market. Equity penetration in India is still in the single digit. So, I think there is immense scope for this to grow.
11 Jun, 2024, 08.00 AM ISTValuations & earnings will take precedence soon says Feroze Azeez of Anand Rathi Wealth The market's reaction has been quite volatile due to the exit polls. From a trader's perspective, it's been a seesaw. For investors, it’s important to remember that markets typically fall 10% from the peak twice a year.
07 Jun, 2024, 10.17 AM ISTWhy has Quant Large Cap fund been an outperformer? Shweta Rajani answers I will highlight two-three points over here. One is definitely a size advantage that a Quant would have, so I am talking about a thousand crore fund versus a 35,000 crore fund, so that helps in the agility of the fund manager to actively manage.
31 May, 2024, 10.19 AM ISTETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan Nimesh Chandan discusses FII selling, Nifty earnings estimates stability, and the potential for continued growth in the Real Estate sector post-election results. Chandan further says that largecap stocks currently offer a better risk-to-reward ratio...
28 May, 2024, 09.00 AM ISTWhat are the three pockets of opportunities going forward? V Srivatsa explains V Srivatsa, Fund Manager and Executive V-P at UTI AMC, sees opportunities in private banks, healthcare, and FMCG sectors amidst market volatility and election outcome uncertainties. Srivatsa also says that he is quite positive on is commodities beca...
27 May, 2024, 08.55 AM ISTIt’s three steps forward and two steps back for FII flows in Indian, Asian markets, says Manishi Raychaudhuri Manishi Raychaudhuri emphasizes the importance of political and policy continuity for economic growth and market stability. He says discretionaries, particularly those discretionaries catering to affluent India are relatively safe, not just now but ...
26 May, 2024, 10.00 AM ISTRally getting broad-based; 2 stocks on buy list: Dhwani Patel Dhwani Patel, Founder of Finversify, highlights the broad-based market trend with sector-specific buying and active participation from midcap and smallcap segments. Patel says in Bank Nifty there was a certain divergence seen in Bank Nifty for PSU a...
24 May, 2024, 03.15 PM ISTThe small-cap landscape, while being challenging, looks somewhat better: Chirag Setalvad Valuations have moved up but they have to be viewed in the context of the overall growth environment. Large-cap share valuations are at a relatively modest 10-15% premium to their historical averages.
21 May, 2024, 05.27 AM IST