Where to invest now: Indian markets have seen Santa Clause rallies, data shows. Since 2001, the Nifty 50 has delivered positive returns in 17 of the 24 years
DMart, Larsen & Toubro, Mphasis, General Insurance Company, Godawari Power (GPIL) and New India Assurance (NIACL) across market categories look favourably placed on technical charts.
Of the 270 companies analysed, largecaps saw a 6 per cent Y-o-Y earnings rise, midcaps gained 2 per cent, while smallcaps slumped 16 per cent.
While acknowledging that valuations appear stretched, Standard Chartered noted that Nifty's 12-month forward P/E ratio of 20.6x is above its long-term average of 18.2x but still below recent peaks.
Technical charts show that largecaps stocks - Adani Total Gas, LTIMindtree, Jindal Stainless, RECL and CRISIL are favourably placed for likely gains in the near term.
From Ridham Desai of Morgan Stanley, Wei Li, Global Chief Investment Strategist, BlackRock Inv. Institute and Shridatta Bhandwaldar of Canara Robeco MF, here is the market strategy of leading analysts
Here's a technical outlook on 5 largecap stocks post Q3 results. Charts hint towards a positive bias for Bajaj Finance and Bajaj Auto; whereas a likely fall for Maruti, Tata Motors and Dr. Reddy's.
BS BFSI Summit: Mehra, who prefers to take a calculated and a cautious approach to stock market investing, has been warning against a market correction since the past few quarters
Nuvama Alternative & Quantitative Research in its early predictions on AMFI semi-annual categorization expects RVNL, Polycab India and 5 other stocks to be upgraded to large-caps.
Stock Market Samvat 2081 Outlook: Analysts suggest investors put most of their investible surplus in the safety of large-cap stocks
Investors are switching to sectors with strong earnings visibility. We have changed our portfolio towards high allocation to large-cap, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management
Shenoy discusses how domestic-focused sectors like manufacturing, defence, railways, domestic consumption, and infrastructure are ready for long-term growth
Most analysts, however, do not think so as they expect a minor dip and a sharp recovery as investors flock to the large-caps in search of safety and value buying as the mid-and small-caps falter.
Investors flocked to large-cap oriented mutual funds with influx of Rs 1,287 crore in January, making it the highest fund infusion in 19 months, as a significant run-up in small and mid caps prompted them to book profit. This is a huge turnaround following a net outflow of Rs 281 crore in December. Also, the quantum was 80 per cent higher than inflows of Rs 716 crore in January last year. The latest inflow helped push the asset base of large-cap equity category by 26 per cent to Rs 3 lakh crore at January-end from Rs 2.38 lakh crore a year ago. According to latest data by Association of Mutual Funds in India (Amfi), equity mutual funds focused on large-cap received inflow to the tune of Rs 1,287 crore in January. This was the highest level since July 2022, when the category saw an inflow of Rs 2,052 crore. Given the significant run-up in small and mid caps, investors are booking some profits and rebalancing into large-caps, Kaustubh Belapurkar, Director - Manager Research at ...
Why did TCS' 25 by 25 plan fail? What helped Groww outgrow Zerodha? Is it time to bet on large caps? What is the Iron Dome? All answers here
The run-up in the markets in these last few months, analysts at HSBC said, has made investors nervous about the markets amid multiple headwinds
Is India giving more 'space' to private players? Is more red tape being added to online gaming? Should you stick to safety of large-caps for now? What is a convertible note? All answers here
Analysts suggest that the overall market valuation has become attractive after the recent correction and investors can start buying large-cap stocks from a medium-to-long term perspective.
ICICI Prudential Bluechip Fund has generated higher returns than its benchmark over the one- and three-year periods by minimising risk and focusing on steady performance
With the recent rally, the Nifty Midcap 100 now trades at an 18-per cent premium to large-caps at 23.2x