The sharp correction in midcaps makes stock-picking a bit less challenging, as valuation premiums have moderated from the recent highs.
Investors who held off buying due to uncertainty on election results can invest today, but there is no need to rush in as buying opportunities in individual stocks will continue to be available, says Arvind Sanger, Managing Partner of Geosphere Capital Management.
In an interview with CNBC-TV18, SP Tulsian of sptulsian.com gave his view on the rearrangement of the Sensex and what he expects from the ADAG stocks.