midcaps and smallcaps

fed rate cuts: Sectoral rotation away from Magnificent 7 seen in US, pickup in midcaps, smallcaps: Ajay Bagga

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fed rate cuts: Sectoral rotation away from Magnificent 7 seen in US, pickup in midcaps, smallcaps: Ajay Bagga

Ajay Bagga, market expert, says there will be one more data set for the Fed and probably the August data as well, before they meet on 18th September. It is better to wait and watch. They have been quite clear in saying that the whole thing is meeting to meeting data-driven. The big difference yesterday … Read more

market momentum: A repeat of FY24 is unlikely but expect 15-20% growth across caps: Mahantesh Sabarad

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market momentum: A repeat of FY24 is unlikely but expect 15-20% growth across caps: Mahantesh Sabarad

Mahantesh Sabarad, Independent Market Expert, says the market expects a continuation of the government and better monsoon forecast. If these two things happen, there will be solid earnings growth. We might expect a little bit of moderation in valuation, but the market momentum will not get disturbed and will not see a great fall. We … Read more