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Lakshmi Iyer suggests strategies for lump sum investments in equity and debt portfolios, emphasizing largecap skew in equity allocation. Discusses concerns about inflation, bond yields, and foreign investors anchoring bond yields. She points out that after 20 years, we are seeing the future price of copper trade about $100 higher. It is in some sort of a contango mode. The seasonality of food prices will continue to weigh on sentiments from every central banker perspective and hence the plateauing or an extended pause seems to be the way out for rates. ....
Given the fact that the differential between, mid and large cap stocks has increased very sharply in the last one year, especially in the last nine months. If the market remains under the control of bulls there is a probability that over the next few quarters markets may see a mean reversion. It might happen in both ways, mid-cap witnessing some profit booking and large caps doing relatively well in the corrective phase of the markets. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". The screener applies different algorithms for all BSE and NSE stocks. ....
After a phase of relative under performance, will the year 2024 bring back the large cap into limelight. The valuation differential between, mid and large cap stocks has increased very sharply in the last one year, especially in the last nine months. Will the next few quarters see a mean reversion on this valuation gap as has happened in the past many times. Remember that the large size of the balance sheet has its own advantage, especially in time of correction, which one cannot rule out due to profit booking. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". The screener applies different algorithms for all BSE and NSE stocks. ....
In a year when mid and small caps have outperformed the large caps, it is witnessed that in the next six to nine months, it is large caps which tend to perform well. This happens due to high valuation differential in mid and large caps is bound to reduce as mean reversion takes place. Also remember that the large size of the balance sheet has its own advantage, especially in time of correction, which one cannot rule out due to profit booking. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". The screener applies different algorithms for all BSE and NSE stocks. ....
“In the largecap side, if there is a dip, we could buy into ICICI Bank, that is the preferred bet and then Maruti. That is one stock which has not performed at all although most of the other stocks have moved up, so that I think still has a decent value. A contrarian bet would be stocks like Tata Steel and Vedanta. Now, whether I am buying that on dips is the question.” ....