Largecaps

'Every correction is a new story, and that is the beauty of the market. Now, we are correcting because earnings profile is slowed down, but it is not broken,' says the ace investor

Market to remain directionless for next few months, warns Kotak Institutional Equities

Kotak Institutional Equities warns that small-cap and mid-cap stocks are likely to be hit the hardest in the ongoing market correction, as valuations remain detached from reality amid persistent risks and overvaluation.

Jefferies predicts Nifty to hit 26,600 by 2025 end, unveils top stock picks

Anticipating moderate market returns in 2025, Jefferies favours large-cap stocks over mid and smallcap names.

Big Money Moves: Are large caps poised to steal the spotlight from smallcaps?

Amid economic uncertainty, a wave of investor caution is reshaping the market, with capital flowing into large-cap stocks while small caps face a potential reality check on valuations and risks.

Large caps to be in focus with incremental capex expansion

Once the election season is over, both consumption and investment sectors will get a fresh impetus. Large caps are well poised to seize the opportunity

Mohamed El-Erian: Inverted pyramid of investments needs shoring up

The shift towards more opportunistic and tactical positions is risky

Short Call | Q4 key to party in small, midcaps; Sheela Foam, MOIL, Zomato, Aavas Financiers, Prestige in focus

Given the valuations are still high in the second-line stocks, the March quarter numbers will be watched more closely

Short Call | Mid, small-caps may struggle; Tata Chem rides Tata Sons IPO story, J Kumar, JM Financial, Mahanagar Gas, REC in focus

RBI’s back-to-back actions against IIFL Finance and JM Financial have the market wondering on which NBFC could find itself next in the central bank’s cross-hairs

Veteran Fund Manager S Naren asks investors to exercise caution as market hits all-time high

Foreign inflows are yet to pick up and once they do, largecaps stand to gain, the ICICI Prudential chief investment officer has said

Short Call | Why madcap rally in smallcap space may last for a while; BEL, Tata Chem in focus

A section of the market feels the midcap and smallcap shares have peaked for the time being, but that will be known only much later

IT sector is at an interesting juncture but volatility is expected in the near term: Kotak Mahindra AMC's fund manager

IT sector has been on an ascendancy. IT sector If a 25-year trend is taken into account, it tends to move up, says Harish Krishnan.

Large-caps rule near-term strategy, but long-term belongs to mid-caps, small-caps

In the past six months, Nifty50 has risen 12 percent, whereas Nifty Midcap 100 and Nifty Smallcap gained 12 and 11 percent. But in the past one month, Nifty50 and Nifty Midcap 100 are down 2 percent but Nifty Smallcap 100 fell 3.5 percent

DSP MF sees outperformance in small, midcaps; says largecap valuations not cheap

Experts say small and midcap stocks outperform once they move out of deep phases of underperformance. The first off the block could be smallcaps, followed by midcaps.

Diwali 2022: Prabhudas Lilladher bets on these small, mid and largecap stocks

Apollo Hospitals Enterprises, Avenue Supermart, Bharti Airtel, ICICI Bank, Mahindra and Mahindra, Ashok Leyland, Chambal Fertilizers, Federal Bank, Jubilant Ingrevia, VIP Industries and Westlife Development are among the top chart picks by Prabhudas Lilladher

MC Explains | Why midcaps, smallcaps are burning brighter than Nifty50

Both the Nifty and the Sensex have fallen a percent in the past month. In contrast, the Nifty midcap 150 has surged over 3 percent and the Nifty smallcap 250 has jumped 6 percent during the same timeframe

Be selective while picking midcaps: Over 20 stocks on buy list of brokerages

The Nifty Mid-cap 100 was up 15.4 percent in Apr’20, as against the Nifty’s rise of 14.7 percent. In the last 12 months, mid-caps were down 23% as against Nifty’s decline of 16 percent.

'After lockdown, V-shaped recovery possible in auto, NBFCs, private banks, metals'

Auto, auto ancillaries, NBFCs, private banks, and metals will witness recovery, says Umesh Mehta of Samco Securities.

Investors should rebalance their portfolio; largecaps a better play: Mahesh Patil

Small-ticket consumer discretionary sector which have corrected can bounce back. Private banks have seen a sharp correction, and insurance companies should continue to see secular growth.

'Nifty may touch 12,500 before Budget 2020; L&T, Kotak Mahindra & Titan top picks'

Markets have discounted tensions and benchmark indices hit all the highs, we expect the market to rally ahead of Budget 2020.

Version 2.0 of Modi may not be rosy for markets; 18 stocks which are prone to correction

18 out of 50 companies in the Nifty50 may remain more vulnerable for a fall as valuation comfort is clearly missing.

SIP in largecaps might be your best bet in the current market scenario: Here's why

While SIPs have given moderate returns in the last one year, the real opportunity lies in the largecap, and largecap and midcap space, with SIPs in select funds even surpassing the returns given by benchmark indices in the same period.

Earnings will be key while mid and smallcaps look better than largecaps

In the run-up to the elections, sectors such as consumption and infrastructure tend to be in the limelight. We are constructive on financials, healthcare and infrastructure sectors.