Indian equity markets face Western headwinds. Sandip Bansal of ASK Investment Managers advises caution on new IPOs, emphasizing valuation and track record. He anticipates earnings improvement from the second half of the fiscal year. FII selling is linked to tariffs and valuations, with potential for return. SIPs offer discipline for long-term investing.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap