US Stock Reports, Quotes and News
Harsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs signal market resilience. Positive outlook for FY25 earnings. Foreign investors expected to increase inflows.
Andrew Holland discusses small and midcaps\’ growth dynamics, emphasizing price consideration for potential high returns in three to four years. Market sentiment shifts from bubble fears to a bullish outlook, focusing on stable fundamentals and growth opportunities despite overheated valuations. Holland says: \”As long as you know your companies and the themes that you are playing, there are good opportunities.\”
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. \”