Tag: largecaps

Is it time to take small bets in FMCG stocks? Should you buy IT largecaps on 10-15% correction?

 stock analyst  04/18/2024  0 Comments on Is it time to take small bets in FMCG stocks? Should you buy IT largecaps on 10-15% correction?

Sandip Sabharwal discusses the challenges and opportunities in various sectors, emphasizing the importance of waiting for corrections to invest in high-growth potential stocks. He provides insights on telecom, exchanges, IT, consumer stocks, and global trends.

Market expectations will have to be recalibrated over the next 12 to 24 months: Sahil Kapoor

 stock analyst  04/15/2024  0 Comments on Market expectations will have to be recalibrated over the next 12 to 24 months: Sahil Kapoor

Sahil Kapoor from DSP Mutual Fund discusses market recalibration due to slowing top-line growth, peak profit margins, and the need to reassess high earnings multiples in small and midcap stocks over the next 12 to 24 months. Kapoor says: \”The market is building up a very large earnings growth trajectory over the next one or two years or three years and some of those numbers appear to be a little shaky. \”