We think till elections, one’s portfolio should be tilted towards largecaps. However, post elections, if things seem to be settling down well, gradual shift towards small and midcaps
Market Outlook
Breaking News
- Cement, IT, oil gas and consumer durables are our preferred sectors: HDFC Securities [...]
- Goldman Sachs upgrades India to ‘overweight’, sees Nifty moving to 12,500 Goldman Sachs expects earnings to grow 16 percent this year, highest in the region [...]
- PSU banks in focus; why it makes sense to invest in PNB now [...]
- We are in the middle of a massive global bull market, India playing catch-up: Atul Suri [...]
- Bank Nifty should settle at 29,650 in the near term: Shrikant Chouhan [...]
- #39;Expect huge short covering in next 10 days, buy every decline#39; [...]
- Positive trend can persist as rupee moves, new opinion polls add confidence: CLSA [...]
- Use dips to initiate fresh long positions; top 3 stocks which can return 10-28% [...]
- Spread between large midcap returns has peaked, latter more attractive now: MOFSL [...]
- #39;Slow economic growth, lack of domestic trigger likely to cap upside to equity markets#39; [...]
Goldman Sachs expects earnings to grow 16 percent this year, highest in the region
Akash Jain We believe the recent rally is owing to the expectation of a stable government formation at the Centre, likely improved Q4FY19 earnings season, smooth progress of
The Sensex rallied over 1,300 points last week taking the overall gain in March to over 2,000 points so far. The bull run is influenced by the global rally, suggest
Shrikant Chouhan In the week ending March 8, we were of the view that if Nifty crosses 11,090 then it would shift the base of trading from 10,550
Sumit Bilgaiyan After a long time, we have seen fireworks in the Indian market. During the last week, Sensex rallied 1,353 points, Nifty rallied 391 points and Bank nifty rallied
CLSA The rapid turn-around in investor sentiment around India has surprised many. As indicated in our Investor sentiment
Aditya Agarwal Last week optimistic closing was followed by a gap up opening and Nifty eventually confirmed its
History suggests that the spread between large and midcap returns has peaked out at 15-20 percent. Currently, this
Dinesh Rohira The Indian equity market continued to trade in upward trajectory on week-to-week basis for three consecutive
In an interview to CNBC-TV18, Harish Krishnan, Senior Vice President and Equity Fund Manager at Kotak Mutual Fund,
The Indian stock market has seen significant price action this week, and, with crossing 11,300, there is a
Buying will sustain in quality mid and small-cap stocks. However, investors have to be careful in stock selection
Nilesh Shah, Managing Director and CEO of Envision Capital, spoke to CNBC-TV18 about the current state of the market.
Midcaps tend to outperform when risk appetite is high and the valuations are at a significant discount to
Ridham Desai, India equity strategist at Morgan Stanley, is of the view that India’s fundamentals made a trough
Foreign investments will continue to increase in the Indian market, said emerging market (EM)-equity strategist Adrian Mowat, in
Ashish Chaturmohta The market opened in positive on March 11 and went from strength to strength as the
Jigar Shah, CEO of Kim Eng Securities India, in an interview with CNBC-TV18 shared his views on the
