“One should look selectively in opportunities in the small & midcap space where growth outlook is good, cash flow generation history is strong, and valuations are reasonable. We believe that easy liquidity days are gone and therefore one should invest in companies with strong fundamentals trading at reasonable trailing multiples than where the thesis is based on future earnings while historical performance was weak.”
BFSI remains a key driver of market resilience despite global jitters: Pankaj Pandey
Overall, sense is that the domestic flows in core categories are intact from a mutual fund perspective and also, from the FII perspective, a bigger
May 15, 2025