Sachin Shah of Emkay Investment Managers sees strong growth ahead, driven by domestic consumption and manufacturing. Despite market consolidation, he highlights opportunities in IT, autos, FMCG, and private banking, anticipating a broad-based rally fueled by a virtuous cycle of consumption and capex in the coming years.
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