Page 2 - Large Caps News Today

SPY, TLT, RSP and QUAL have all suffered outflows this year.

While experts do believe that markets will hit more new peaks as we approach the elections and the RBI gets ready to cut rates in the second half of this year, what should be your trading strategy in this record-high environment? How should your portfolio look like? Heres what experts said:

Trupti Agrawal of WhiteOak Capital shares her views on the expectations from interim Budget 2024, India’s macro-economic environment, sectors that are likely to get a boost this year, and the need to overlook short-term market movement.

Analysts predict that largecap mutual funds will outperform in 2024, reversing the trend of smallcaps overshadowing largecaps in 2023. Indian Large Caps offer growth potential and attractive valuations, with soaring RoE, robust PAT, and impressive Sales figures. Motilal Oswal Mutual Fund has launched the NFO of Motilal Oswal Large Cap Fund, open for subscription till January 31. Largecaps historically have lower drawdowns and faster recovery compared to small and midcap stocks. With improving ma...

After the sharp run-up in valuations, wealth managers believe this performance is unlikely to be repeated, and have asked investors to stagger their purchases in small cap stocks and come with a longer time frame.

INTRODUCTION If one were to rank the biggest drivers of stock market performance in 2023, mega-cap dominance and the missing recession would likely be atop the list.

He talks about the expectations from interim Budget, sectors that are expected to do well, why this is the right time to invest in large cap funds and IT stocks, future of debt securities, apart from his views on cryptocurrencies as an asset class

There were 63 debutants in the top 1,500 companies. Jio Financial debuted as a large-cap stock in 38th spot with a m-cap of Rs 1,46,441 crore.

Neeraj Chadawar says: "The anticipation of political continuity in the upcoming 2024 general elections has heightened market confidence, providing increased visibility on policy continuity. This, in turn, is expected to sustain the growth momentum of the domestic economy. Given these factors, we foresee that the Indian equity market will maintain a higher premium to emerging markets (EM) over the next year."

Among Large-caps, UPL and Adani Enterprises fell the most