Indian markets are showing positive economic signs. Inflation is easing and rate cuts are expected. Naveen Kulkarni of Axis Securities PMS suggests smallcaps are undervalued. GST reforms could boost consumption. Sectors like autos, hospitality, and BFSI are in focus. Growth stocks may outperform value stocks. Investors are eyeing opportunities beyond largecaps for better returns in the coming months.
Smallcaps cheaper but not cheap yet: Sonam Srivastava urges selective investing
Smallcap stocks have corrected sharply but are still not cheap, says Sonam Srivastava of Wright Research, urging investors to stay selective. She highlights opportunities in