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When it comes to smallcaps there is an interesting equation between desire and challenge. When the desire to own smallcaps is highest, challenges are also highest & vice-versa. Given the recent performance of smallcaps, the desire to own is highest but biggest challenge is to find good quality smallcaps with not-so-outlandish valuations. This is exactly opposite of what the situation was in last quarter of 2022, when valuations were not that expensive but there was hardly any clamour of buying into smallcaps. The reason why it is important to get the right smallcap is because only then ret...

While the whole focus of transition to EV space has been on auto companies. The fact is that any auto company cannot make transition till the time its own supply chain, which essentially are auto ancillary companies make that transition. Infact many auto ancillary players had started this process even before auto majors announced their intentions. The issue is that some auto ancillary that cannot make that transition because their products are not required in an EV, there are others who had to make the modification to adjust it to what is likely to be the future. As more auto players launch th...

For the last few sessions when Nifty & Sensex had been correcting, midcaps kept their head above water and the market breadth was positive. Today when Nifty is trading in green, the gain in midcaps are higher as they continue to outperform. This is happening as the “risk on trade” continues. While one cannot rule out volatility, over the next few weeks, if there is a resumption of positive FII flow then we might see these stocks getting pushed. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 month...

Logistics is a very broad term, right from warehousing companies to goods transporters all form part of this chain. But if one looks at the listed space in India, it is transportations companies which dominate. Logistics as a sector has seen many headwinds both in terms of operations and structural challenges. Any sector which goes through this phase tends to bring out clear winners and that is when we tend to see a re-rating. It is a sector which is direct play on the economic growth of a country. The reason, if the economy is doing well, more goods will be produced and they will have to be t...

Volatility never gives notice before coming, the way year 2024 has started, there is high probability that we might see more of it in coming weeks. So, it would be better to stay prepared for volatility. One of the ways for that would be to stay with large caps and especially the ones which have shown streak of outperformance at a time when other large caps have been under pressure. Another reason valuations are high in large part of the mid and small caps and in such times it is better to stay with large caps where relative valuations have not seen a very sharp bump up in the last one year.