Large Caps

Liquidity in the system is expected to start getting better hereon now that the new financial year has begun.

Fed policy: What should Indian investors do as US soft landing plays out?

The FOMC is expecting a longer road ahead in the fight against inflation

Global equities likely to pullback in next 6 months: Rahul Chadha

After a remarkable run for several weeks, mid-caps and small-caps went into correction mode on September 12, a day after Kotak Institutional Equities called the rally in midcaps “irrational exuberance.” In today’s trade, NSE Mid-cap index fell 2.62 percent, while the Small-cap index was down 3.4 percent.

These large cap mutual funds delivered 118-126% returns during 2 years of Covid-19

Large cap funds manage Rs 2.26 lakh crore of investor assets, accounting for 16.5 percent of total assets managed by equity schemes

'Corporate banks and consumer discretionary stocks to lead the next bull run'

Credit, consumption, real estate, and economic growth remain in a downtrend. It is worth noting that the equity-market cycle always bottoms before the economic growth bottoms, says Shailendra Kumar.

Meet the fund manager: Smallcaps will outperform largecaps; invest now for 3-5 years

This is the best time to accumulate good small and mid-cap stocks for investors with a horizon of three to five years, says Amit Doshi of Care PMS.

Clueless market eyes policy measures; invest in largecaps that corrected in July

Market is eagerly looking forward to some sort of stimulus by the government to kick-start growth, without which it would be difficult for corporates to report sustainable growth.

Invest in large-caps through ETFs and index funds

ETFs and index funds have immense inherent value as the cheaper alternative investment products

'Volatility due to elections likely to be over by mid-2019, not to impact long-term trend'

Aarti Industries, InterGlobe Aviation, Escorts, HDFC Bank and UPL are top bets, said Vinod Nair of Geojit Financial Services

Law of large numbers will aid flows into largecaps: Pioneer

In an interview with CNBC-TV18, Sandeep Shenoy, Pioneer Investcorp, says the large caps will be on the shopping list of most of the players.

Fund managers' Catch 22: Doomed if you buy, doomed if you don't

When the market has been rising for a while, valuations turn expensive. Frontline stocks may look a safer bet, but much of the action would be happening in midcaps.

Time to start buying shares, but be patient for 2 years:HSBC AMC

It is the right time to invest in the Indian equity market but one must have a patient two-year outlook going forward, says Tushar Pradhan, CIO, HSBC Global AMC, India in an interview with CNBC-TV18.

Largecaps to lead Nifty breakout; bullish IT, bks: Ratnesh

Independent market expert Ratnesh Kumar continues to remain positive on the IT sector, but says pharma as a whole is valuation-wise expensive. He is underweight on the auto-ancillary space and believes it is perhaps done with its best phase

Midcaps will outperform large caps over next 1 year: Citrus

Sinha says better than expected quarterly earnings is also prompting investors to take a more positive view of second line shares.

See Nifty at 9300-9600 by Dec 2015; negative DLF: Jai Bala

Jai Bala, 1857 Advisors, says today's rally could be signalling near-term bottom, but there are doubts on whether this correction has undergone a complete structural down move.

See Nifty @ 11500 by year-end; like IndusInd Bk: CK Narayan

In the private banking space, CK Narayan of Growth Avenues says there is a clear shift of preference. The patronage has shifter from ICICI Bank to Axis Bank and Kotak Mahindra Bank.

Nifty to see big bouts of resistance soon: Experts

Rahul Mohindar of viratechindia.com advises investors to shy away from technology stocks and those from oil and gas space.

Inflation, IIP numbers may surprise market: Tata Capital

If there is a stronger conviction of a rate cut, investors should add more exposure to capital goods stocks, says Anand Shanbhag of Tata Capital Securities.

Focus on midcaps; Lupin-new blue chip stock: PN Vijay

Investors must focus on mid cap companies now as market is likely to consolidate after a huge rally and large caps may not offer similar gains as earlier, says PN Vijay.

Indian market not participating in global up moves: Udayan

Tuesday saw another breakdown in the market and a big setback to expectations of any kind of pullback rally, says Udayan Mukherjee, managing editor, CNBC-TV18.

Underperformance of mid-caps a worry area for market

It was a very volatile session. At one point the Nifty was down to 6020 level. It looked like it was breaking down particularly the broader market which looked quite shaky.

Gold loan & large cap cos save D-street's dull day: Udayan

Today was a very quiet day. We started off with a bit of a gap up of 20 points and then the markets just fell into a bit of sideways groove around the 6000 marks.

November ends on a high; rupee firmer by 90p

CNBC-TV18 managing director Udayan Mukherjee explains that the day's session was spectacular. Rarely is there such a combination of price and volume and such leadership from the large caps and today, the market was never in doubt. It started with a small gap-up and just continued going through the course of the trading session

Oct ends on dull note; large-caps perform: Udayan

Udayan Mukherjee, managing editor, CNBC-TV18 explains October has been a very quiet series where the Nifty just about inched up 1 percent and today was a fitting end to the range-bound series with the Nifty trading in a 30-point range throughout the day before closing flat around the 5,700-level

Godrej Consumer looks good in FMCG space: Harchekar

Godrej Consumer Products is looking good in FMCG space, says Amit Harchekar, IIFL.