Investors should be selective in exports, financials, and midcaps. Textiles, pharmaceuticals, and IT offer potential. Private and PSU banks show promise with credit growth. Midcaps and smallcaps are showing earnings recovery. Festive season demand is expected to boost future performance. Opportunities exist for long-term investors.
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
August 25, 2026