Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside
Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside
Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside
Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside
After a stellar run in 2025, gold and silver, Shah said, should continue to see upside in the year ahead, aided by sustained central bank buying
Average small-cap allocation in top schemes has slipped to 74.4 per cent from 76.4 per cent a year ago, as elevated valuations and AMFI-led reclassification prompt fund managers to rebalance
Surface froth looks intense, yet expected growth tempers risk
Technical charts suggest that short-term trend of Sensex, Nifty and MidCap indices is positive, and can rally up to 11%; SmallCap, however, shows a negative bias. Here are the key levels to track.
India's small and midcap profit pools are expanding faster than large-caps, driven by the manufacturing, capital goods, and infrastructure upcycle
The NSE Nifty 50 index can potentially rally to new life-time highs around 28,300 levels in Samvat 2082, while the BSE Sensex can surge to 92,000 levels, suggest technical charts; details here.
BSE Midcap index managed to stay afloat with a gain of 1 per cent return thus far in Samvat 2081, after recording hefty 41 per cent and 31 per cent return, respectively in the past two Samvat years
Among individual stocks, Raymond, Ashoka Buildcon, Swan Corp, Himatsingka Seide, and UCO Bank were the biggest wealth destroyers, dropping in the range of 30.5 per cent to 65.78 per cent
With Dussehra and Diwali in October 2025, followed by the wedding season, we expect the benefits of pent-up demand to be fully captured during Q3FY26, says Agrawal
Technical chart indicates that the short-term bias for the Nifty is likely to remain tepid as long as the index quotes below 25,065 levels.
Analysts noted that the central bank's move was more of a non-event for the markets, with uncertainty surrounding tariffs having a greater impact on investor sentiment
Historically, the combination of narrowing earnings differential, high valuations and prolonged outperformance, Nuvama said, has led to a large period of underperformance for SMIDs (2018-19)
From a market standpoint, Wood believes, it is just a matter of time before the negative impact of tariffs starts to show up in the macro-economic data
Stock market today: All sectoral indices were trading in the green territory. Nifty Auto index came out on top, up by 1.55 per cent, quoting 23,917
Market outlook: According to Emkay Global Financial, surge in Nifty has pushed the valuations out of the 'attractive' territory and has left little room for further re-rating
The market breadth turned negative as 1,546 out of 2,767 traded stocks on the NSE were trading lower, while 1,142 traded with gains, and 79 remained flat