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[hfe_template id='11223'] [ad_1] The downturn that began in late September 2024, after Nifty hit an all-time high of 26,277, has finally taken a pause. A congestion zone, originally formed during the March-May 2024 consolidation, provided support around 21,900, where Nifty recently found a cushion at 21,964. This five-month decline, amounting to a 16.4% correction, ranks among the longest and steepest in recent history, with only three past instances exceeding this duration. The impact has been particularly severe on high-beta stocks, with Mid and Small Caps bearing the brunt of the selloff. “Since last Monday, however, Midcaps—which were deeply oversold—have shown early signs of recovery, helping improve overall market sentiment. This bullish push has allowed Nifty to reclaim the 22,500 mark,” believes Sahaj Agrawal, Senior Vice President: Head of Derivatives Research at Kotak Securities. On the upside, 22,800 serves as the next major resistance, having acted as a suppo...

[hfe_template id='11223'] [ad_1] In today’s dynamic market environment, having the right investment strategy is crucial to achieving financial goals. Mani from Bangalore reached out to ETNow for some valuable advice on portfolio construction. He aims to accumulate Rs 3 crore over the next 10 years through a disciplined SIP approach. Currently, he invests in six mutual funds: ICICI Bluechip, Motilal Oswal Large & Midcap, SBI Multicap, SBI Aggressive Fund, and Nippon Smallcap. Additionally, he has the capacity to increase his investment by Rs 15,000 per month. However, his portfolio’s heavy inclination towards midcaps and smallcaps poses a significant risk. The risk of heavy midcap and smallcap exposure In an interview with ETNow, Abhijit Chokshi, Founder of Stockifi.in, Mani’s investment strategy is skewed, with approximately 75% exposure to midcaps and smallcaps. “This ratio is extremely dangerous, especially in volatile markets,” Chokshi warns. While midcaps and sma...

[hfe_template id='11223'] [ad_1] Securities and Exchange Board of India (Sebi) Chairperson Madhabi Puri Buch stated on Friday that there is “no need” for the regulatory body to issue a statement regarding the recent significant corrections observed in small and midcap stocks. Reflecting on her remarks from March last year concerning elevated valuations in these segments, Buch noted that Sebi had already expressed its concerns when it was necessary. “On midcaps and smallcaps, I think that at a point in time when the regulator felt the need to make a statement about it, the statement was made. Today, the regulator feels no need to make an additional statement," she commented during an event organized by the Association of Mutual Funds in India (AMFI). Also Read | AMFI launches 3 new investor initiatives: Chhoti SIP, Tarun Yojana, MITRA Recently, small and midcap stocks have entered bearish territory, with certain stocks declining by more than 20% in a short period. In...

[hfe_template id='11223'] [ad_1] The Nifty 50 index has fallen 11% from its peak, signaling a sharp correction across Indian equities. Despite the decline, Kotak Institutional Equities remains unconvinced about market prospects, warning that there is "no real value" to be found even after the pullback, citing stretched valuations, limited earnings growth potential, and unfavorable global macroeconomic conditions. “The recent sharp correction in the Indian market and across stocks of all caps does not change our cautious outlook, given full-to-frothy valuations in most parts of the market,” Kotak noted in its latest report. The brokerage highlighted three key concerns: earnings upgrades are unlikely due to overly aggressive assumptions, many stocks remain overvalued, and global bond yields are expected to stay higher for longer. Kotak projected earnings growth of 16% for FY26 and 14% for FY27 for the Nifty 50, with the index currently trading at 19.5 times FY26 ...

[hfe_template id='11223'] [ad_1] A blistering rally in mid-cap stocks is on course to enter correction territory, as investors become increasingly concerned over slowing earnings growth and elevated valuations. The Nifty Midcap 100 tumbled as much as 2.9% Friday, extending its drop from recent high to more than 10% — the parameter for a so-called technical correction. Heavy selling by foreign portfolio managers this month fueled the downturn in the index, which had rallied about 30% through September 23. The rapid change in fortunes for Indian stocks came as a rally in Chinese shares gathered steam, following a central bank stimulus blitz in late September that sparked a frenzy of buying. Slowing earnings growth in India also weighed on sentiment. Bloomberg While foreign investors have soured on local shares, domestic institutions have poured in billions to absorb their selling. Stock Trading Markets 102: Mastering Sentiment Indicators for Swing and Positional Trading By...

[hfe_template id='11223'] [ad_1] Synopsis If looking for investing in a mid-cap, which would be a better stock to own. A stock which after a period of four years has once again paid dividend last year or a stock which in the last five years have missed dividend only in FY 2020, which was covid year. Yes, second one, but most investors don't look at these things which in the long run matter both for the real business and finally the stock price. Similarly, there are many small things which need to be looked at when investing in a mid cap stocks for very simple reason that market is sitting with a good amount of gain and short corrective move which may come largely because of global reason or just a simple profit booking move may hit midcap more than anyone else. So, while being bullish and increasing your exposure just do a little bit of work so that one is able to avoid anxiety in time of corrective phase of the market. There is a high probability that in another fe...

[hfe_template id='11223'] [ad_1] Synopsis A recent report suggested that for the first time, the AUM of Midcap mutual fund schemes have gone above the AUM of large cap mutual fund schemes. There are two ways to look and interpret this. First, that too much money has gone into mid-cap mutual funds and it is time to be cautious. The other way to look at it is that finally mid-cap stocks have reached a level where institutional investors are able to find opportunities to invest and that is why they are coming with more schemes and more money is being collected in mid-cap schemes. Beside the above two, there is a third way to look at it, which is pragmatic: India's growth story is incomplete without mid-cap as these are the companies which are either emerging or re-emerging with their operating matrix turning better due to a couple of factors. While there are phases, where they come under pressure, the fact remains that in the last ten years best returns have come from ...