Many PMS/advisory service providers who burnt their fingers in the midcap meltdown of 2017-18 feel that ‘it is different’ this time. There is a growing belief that the downside is likely to be limited for a variety of reasons.
Chemical stocks have struggled in the recent market rally but, unlike the underperforming IT sector where a section of the market feels it is time to start looking for bargains, investors aren’t sticking their neck out in the chemicals space yet
In the months following the Covid lows, rookie investors fared better than experienced players because the new entrants asked fewer questions and blindly bought into a rising market. But now it could be the turn of the battle-scarred veterans
A read through of analyst calls of banks post earnings shows that margin pressure because of rising deposit costs remains, but could be more pronounced for the smaller players than the larger ones