“The recent bill has already reduced taxes, and more deregulation is expected from the government. On top of that, the…
Tag: largecaps
Get into mid and smallcaps with a slightly longer-term horizon compared to largecaps: Harsha Upadhyaya
Harsha Upadhyaya, CIO-Equity, Kotak AMC, says the investment strategy will be more stock-specific and bottom-up, with potentially increased large-cap positions…
nifty: Largecaps offer safety as mid- and smallcap rallies look overstretched: Nitin Bhasin
“As of today, if I look at Nifty, the consensus estimates is more like 7-8% for FY26. Last quarter we…
Indian equity investors: Investors seek safety in large-caps amid global uncertainty in H1 2025
Indian equity investors have favoured large cap companies in the first six months of the year—which saw high market volatility…
Indian markets: Small and largecaps attractive, midcaps require caution: Aniruddha Naha
“The macro fundamentals look to be very strong out here. And financials as you pointed out, I think so that…
How will midcap and smallcaps perform vis-a-vis largecaps going ahead? Mahesh Patil explains
Mahesh Patil, CIO, ABSL AMC, says in the post-Covid period, mid and small-cap companies experienced higher earnings growth compared to…
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…