SMALL AND MIDCAP
Wall 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 results, causing sector declines. The small-cap Russell 2000 and mid-cap indexes continued their rally, signaling a positive market rotation.
Earnings, 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 be what happens in terms of rural as well as allocations to boost demand at the bottom of the pyramid," says Shibani Sircar Kurian
Some & simple diligence is all what is required for wealth creation: 5 smallcap stocks for long term investors
On a day when Nifty and sensex are trading with a big cut and all the segments are in red. Talking of small caps which is one probably riskiest segment of the market might appear to be going in the wrong direction. But the fact is that it is a day like this which serves as a reminder of two things. First, however strong the bull run might be, corrections are bound to take place. Second, finally in the end, it is business and the management which manages the business which matters for earnings and earning is what matters to the street. So, if you are looking to invest in markets and especially in the small cap segment there has to be a checklist which if followed, the probability of making mistakes gets reduced and also one is able to get to stocks which create wealth over the long term.
ETMarkets Smart Talk: India’s small & midcap are commanding premium valuation than the world SMID: Sahil Kapoor
Equity markets continue to scale new highs and trade at rich valuations. Small & Midcap stocks continue to trade at expensive valuations, which is a sign of caution.The Nifty 100 Index is trading at 22x 12-month forward earnings, Nifty Midcap 150 is at 32x, Nifty Smallcap 250 Index is at 24x 12-month forward earnings.
Largecap stocks getting good flows, not largecap funds: DP Singh, SBI MF
DP Singh from SBI MF discusses the latest AMFI data showing increased SIP flows in equity funds. While largecap funds show muted inflows, midcap and smallcap funds continue to receive strong investments. The market remains optimistic about future fund flows.
Will 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 the investors, is what Sambre says to guide or warn the investors.
F&O Talk | Caution suggested amid record highs, focus on value opportunities: Sahaj Agarwal of Kotak Securities
The Indian equity market witnessed a positive week as both the Nifty 50 and Bank Nifty indices ended in the green. The Nifty 50 gained 1.3% to close at 24,323, while the Bank Nifty rallied 0.61% to settle at 52,660.
ETMarkets 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 fiscal and monetary policies.
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
India Playbook 2024: Where to invest conundrum?
Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Capex, and Make in India themes favoring small and mid-cap companies.
Focus on asset allocation; stay invested for long term: A Balasubramanian
But with respect to the investment I think every investor would have their own risk appetite and asset allocations would play a very major role. Therefore, irrespective whatever the market condition, one should not move away from asset allocations focus and stick to the asset allocation focus.
Equity mutual funds offer up to 31% return in first half of 2024
In 2024, the midcap category's top performers included ITI Mid Cap Fund, Motilal Oswal Midcap Fund, and ICICI Prudential Midcap Fund, delivering strong returns.
ETMarkets AIF Talk: Fund Manager of Rs 1200 cr AUM reveals 4 key factors for wealth creation in small & midcaps
Aditya Sood, Fund Manager at InCred Asset Management, discusses small companies' growth potential in an interview with ETMarkets. Sood says that the cost of capital in India will structurally decline over the next 5-7 years, benefiting small and mid-cap companies. Many of the investee companies, though small in size, are already market leaders or challengers in niche industries with substantial growth potential
Fund Manager Talk | Chances of downside surprise in Nifty higher after elections: Viraj Gandhi, SAMCO Mutual Fund
CEO Viraj Gandhi of SAMCO Mutual Fund provides insights on market impact, sector preferences, and future trends including the renewable energy sector's growth in FY25.
The 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.
What to do with Tata Motors, Mamearth and 4 other stocks? Religare Broking's Ravi Singh decodes
Dr Ravi Singh predicts Nifty testing highs at 22,800 levels amidst positive sentiment. Investors advised on stop losses in volatile markets and quality stock selection in the banking sector. Traders recommended actions on top gaining stocks like Hindustan Zinc and Tata Motors.
Not election result, if Budget doesn’t throw negative surprises, market set for a decent move: Sandip Sabharwal
Sandip Sabharwal emphasizes the importance of taxation in the upcoming Budget and advises a tactical approach with cash reserves. Sabharwal says foreign investors will return to India once it gets established that US inflation is clearly on the way down and the US dollar starts to weaken, India including all emerging markets will get substantial foreign investor flows
ETMarkets PMS Talk: Is it overheated? Fund manager with Rs 1600-cr AUM remains bullish on small & midcap space
Hitesh Zaveri, SVP & Head at Axis AMC, discusses the investment philosophy, stock selection process, market outlook, and sustainable growth in small cap categories. While ehe Brand Equity Portfolio holdings comprise of companies that have (i) established brands, (ii) turnaround brands and (iii) B2C/B2B2C brands, the satellite part of the portfolio comprises companies that have more cyclicality and have greater flexibility to respond to changing market dynamics.
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