After a bruising 2025 that saw the smallcap index slip nearly 6% and underperforming Nifty, investor sentiment around the segment has remained cautious. However, looking ahead to 2026, Axis Securities believes select opportunities are emerging across the smallcap space. In a recent report, the brokerage has identified seven smallcap stocks spanning utilities, financials and consumer discretionary that could offer value and potentially deliver returns of up to 54% over the next year. Here’s the full list.
EMS valuations, oil plays and Paytm in focus as Sabharwal stays cautious ahead of Budget
Market expert Sandip Sabharwal expressed caution on high-valuation EMS stocks like Dixon Technologies, questioning earnings quality and growth sustainability. He offered a tactical view on
January 30, 2026