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Has the mid and small-cap fall ended? Investors upbeat, analysts in doubt

Mutual funds and PMS fund managers face pressure to deploy funds, despite expensive valuations. They may lean towards largecaps to mitigate volatility, although this trend could further inflate valuations in that segment, analysts said

India
Varun-lohchab
Lakshmi-iyer
Ambreesh-baligha
Kranthi-bathini
Equity-strategy
Wealthmills-securities
Nifty-midcap
Nifty-smallcap
Kotak-alternate-asset-manager
Jefferies-india

Daily Voice: Won't be surprised if smallcaps see another wave of correction, says Varun Lohchab of HDFC Securities

The Q4 quarter will again be a weak one for IT companies in the absence of a clear roadmap towards demand growth, however, the market this has already priced it in, says Lohchab

Varun-lohchab
Nifty-midcap
Nifty-smallcap
Bse-sensex
Nifty-50
Nse-nifty
Bank-nifty
Q4fy24-earnings

Smallcaps outperform Nifty, Sensex, analysts advise caution

Smallcaps and midcaps outperformed the benchmarks, with BSE smallcap and midcap indices rallying 3 percent and 1.6 percent

Varun-lohchab
Geojit-financial-services
Nifty-smallcap
Nifty-midcap
Taking-stock
Chief-investment-strategist

EPS: EPS downgrades exceed upgrades in 3 months - The Economic Times

A Bloomberg earnings upgrade or downgrade is the consensus estimate by equity analysts tracking the stock, indicating expectations of higher or lower profits, respectively.

Mumbai
Maharashtra
India
Coromandel
India-general
Sharda-cropchem
Amnish-aggarwal
Vinod-nair
Adani-wilmar
Varun-lohchab
Prabhudas-lilladher
Glenmark-pharma

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