Siddharth Vora banks on largecaps, avoids smallcaps amid market uncertainty

May 15, 2025

Crude is rising, dollar is strengthening again, US bond yields are rising, the US-China trade deal is not so good for India at least sentimentally and from a flows perspective, and the recent geopolitical stress has also taken out some shine from India. Valuation premiums could contract for India in the near to medium term and given that we do not have much upside room in terms of valuation left, we could be in a very narrow range market.

More To Explore

Microfinance recovery, auto loan growth support AU Small Finance outlook: Parag Thakkar

Investors are now prioritizing profitability and competitive advantages in India’s digital sector, moving beyond just tech-enabled listings. Parag Thakkar highlights Lenskart for its profitability and

December 10, 2025

ETMarkets Smart Talk| Building a Rs 10-lakh portfolio in 2026? Naveen Kulkarni of Axis Securities recommends 50%+ in equities

Indian markets are at record highs. Investors are reviewing asset allocation for the coming year. Naveen Kulkarni of Axis Securities PMS suggests a ₹10-lakh portfolio

December 10, 2025

Advertiser Disclosure

Great-investor.com helps users across the globe to find out The latest news, Guides, and Info about finance and investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data.

Disclaimer

It is our organization’s primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While great-investor.com has some data verified by industry participants, it can vary from time to time. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by great-investor.com, nor shall it bias our reviews, analysis, and opinions. Please see our General Disclaimers for more information.

The information on this website does not constitute investment advice or a recommendation or a solicitation to engage in any investment activity. This website and its content are not intended for residents of the UAE, US, Canada, Australia, UK, Russia, North Korea, China, Japan, Hong Kong, Singapore and Iran.

Top10 International FZ LLE | 17th Floor, Creative Tower | 4422 | Fujairah | TRN: 100608946800003