midcaps

risk-to-reward ratio: ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan

by
risk-to-reward ratio: ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan

“Largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps,” says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. In an interview with ETMarkets, Chandan, said: “We expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improves this … Read more

These 3 sectors had a blast in a tentative March month. What to look forward to?

by
These 3 sectors had a blast in a tentative March month. What to look forward to?

Fiscal 2024 has come to an end with a lot of churn in the broader market, which spilled, to a certain extent, onto the largecap stocks as well. If we look at the overall year, it was a rewarding period for Indian investors, where large caps rallied substantial 33%, midcaps surged by 56%, and small … Read more

Nuvama bullish on SMIDs, lists top 6 midcap stock picks – Sizzling Six

by
Nuvama bullish on SMIDs, lists top 6 midcap stock picks – Sizzling Six

Bajaj Finance. Share Price 6910.10 03:59 PM | 26 Mar 2024 149.21(2.21%) Hindalco Industries. Share Price 558.65 03:59 PM | 26 Mar 2024 10.90(1.99%) Britannia Industries. Share Price 4961.45 03:56 PM | 26 Mar 2024 96.45(1.99%) Adani Ports & Special Economic Zone. Share Price 1304.20 03:59 PM | 26 Mar 2024 22.61(1.77%) Larsen & Toubro. … Read more

largecap companies: Mid & small-caps lag large-cap companies in revenue growth and profitability

by
largecap companies: Mid & small-caps lag large-cap companies in revenue growth and profitability

For the December 2023 quarter, a sample of 316 large cap companies (market cap above Rs 15,000 crore) reported an aggregate operating margin of 18.3%. For a sample of 762 mid cap companies (market cap between Rs 1,000 crore and Rs 15,000 crore), it was 13.3% and for 2,271 small cap companies (market cap below … Read more

A pre-election rally or correction: What’s Dalal Street bracing for this time?

by
A pre-election rally or correction: What’s Dalal Street bracing for this time?

In India, general elections hold high significance for Dalal Street investors as early trends, opinion polls, and exit polls ahead of the final outcome provide cues on which party is likely to win the game. This time around, the election has gained prominence in light of India’s rising importance in geopolitics, its leading position in … Read more

Assembly election result: FII dollars may power megacap stocks to beat madcap rally

by
Assembly election result: FII dollars may power megacap stocks to beat madcap rally

Street favourite BJP’s clean sweep in the Hindi heartland may compel foreign institutional investors (FIIs) to start buying Indian stocks in a big way once again and mark the return of megacap stocks that have been left behind in the ‘madcap’ rally in recent months. FIIs who had been bothered by the Indian market’s rich … Read more

India just one lucky day away from $4 trillion dream but on Dalal Street

by
India just one lucky day away from trillion dream but on Dalal Street

The viral news of India turning into a $4 trillion economy might have turned out to be fake but the emerging market superstar needs just one blockbuster day for its equity market capitalisation to touch the magical figure. The total market capitalisation of all BSE-listed stocks at the end of the trading session on Thursday … Read more

Sanjiv Bhasin portfolio | Wealth Creators: 8 capital goods & insurance stocks that can be wealth creators: Sanjiv Bhasin

by
Sanjiv Bhasin portfolio | Wealth Creators: 8 capital goods & insurance stocks that can be wealth creators: Sanjiv Bhasin

Sanjiv Bhasin, Director, IIFL Securities, says in the microfinance space, AU Small Finance deserves a relook. It was trading below Rs 700. I gave that as one of my Diwali picks at Rs 670, 680. They are progressing very well on their digital apps. Then, look at AB Capital, that is another NBFC which has … Read more

Will Nifty follow seasonality trend ahead of Diwali? Anand James does the chart reading

by
Will Nifty follow seasonality trend ahead of Diwali? Anand James does the chart reading

NEW DELHI: A Bollinger band is indicating that Nifty may rally in the Diwali week but two Doji candles formed in the last days do not inspire confidence towards an outright uptrend early next week, says Anand James, Chief Market Strategist at Geojit Financial Services. Edited excerpts from a chat: Unlock Leadership Excellence with a … Read more

kotak equities: Irrational exuberance! Last lot of new favorite mid, smallcap stocks in dubious category: Kotak Equities

by
kotak equities: Irrational exuberance! Last lot of new favorite mid, smallcap stocks in dubious category: Kotak Equities

With midcap and smallcap indices hitting fresh peaks every day, domestic brokerage firm Kotak Institutional Equities today dropped its list of recommended midcap portfolio saying the primary driver of the rally appears to be irrational exuberance among investors. “The last lot of the new favorite mid-and-small-cap. stocks fall in the dubious category of ‘turnaround’ stories. … Read more