Mahesh Patil, CIO, ABSL AMC, says in the post-Covid period, mid and small-cap companies experienced higher earnings growth compared to…
Tag: largecaps
Financials still in play, but rotation towards quality largecaps underway: Jigar Mistry
“The MFI we still do not think is fully out of the woods yet and had it not been for…
markets: Mid & smallcaps may outpace largecaps on back of India’s growth texture: Hari Shyamsunder
“Over the last 20 years it has gone from 4% to 20%, 4% to 12% to 20%. So, now, if…
Largecaps still offer margin of safety amid broader re-rating: Harish Krishnan
“Markets do not work on the newspaper headlines for today. They work on what the likely newspaper headlines can be…
Expect a big move in metals; stick to quality largecaps: Gautam Shah
Gautam Shah, Founder, Goldilocks Premium Research, says gold’s surge past expectations suggests a short-term peak around $3450-3500, requiring consolidation before…
Largecaps remain attractive amid global volatility and tariff uncertainty: Sorbh Gupta
“It is a domestic oriented story. 60% of GDP is domestic, least impacted by tariff, and much better valuation especially…
Largecaps fairly valued, but mid & smallcaps still need correction: Shreyash Devalkar
“As far as mid and smallcap are concerned, actually, they were extraordinarily expensive by September of 24 because of their…
Largecaps to lead market recovery, smallcaps still overvalued: Sandip Sabharwal
“Stocks like L&T, despite no significant negatives as such, has fallen more than 20% from the top, so that offers…
market: Mid & small-caps could face further pressure; large-caps show potential for gradual growth: Jitendra Gohil
“Overall Nifty earnings should stabilise going forward. So, we are of the opinion that Nifty 50 index if I look…