LARGECAPS
Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategy
As we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-cap stocks and the banking sector due to their better earnings prospects and attractive valuations. Meanwhile, although mid- and small-cap sectors may face hurdles, the cement industry might see unexpected margin improvements.
Market wrap: M&M, ICICI Bank, Tata Motors PV, Eicher Motors top gainers and losers on Nifty and Sensex on Friday
The Sensex surged 1,718 points and the Nifty reclaimed 25,000, extending their winning streak despite a global market sell-off. M&M and ICICI Bank led the gains, while Tata Motors PV and Eicher Motors featured among the Nifty's top losers. Broader markets remained under pressure, with India VIX rising sharply.
Why did market rally today? Sensex ends 1,718 pts higher, Nifty reclaims 25,000 as D-Street concludes bumper week. 4 factors behind today’s gains
In a surprising turn of events on Friday, both Sensex and Nifty soared by more than 2%, contrasting with the downturn seen in global markets. This upward movement was sparked by a historic influx of share purchases by foreign investors, emphasizing their belief in India's financial potential. Mahindra & Mahindra shone bright with robust earnings information, though broader markets faced challenges.
$5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this Diwali
Foreign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after months of heavy selling. Strong Q2 earnings, softer crude prices, stable currency and the global AI sell-off are improving India's appeal, with investors rotating towards relatively undervalued markets and large-cap stocks.
Largecaps could finally have their day in Samvat 2083, says TCG AMC’s Shahzad Madon
Largecaps, which have lagged mid- and smallcaps for much of 2026, could finally regain market leadership in Samvat 2083 as investors turn to businesses with stronger balance sheets, credible management and sustainable earnings growth, according to TCG AMC’s Shahzad Madon.
Rs 10 lakh to invest this Diwali? Why experts favour largecaps and debt for a 5-year horizon
As investors gear up for Diwali, allocating ₹10 lakh thoughtfully is pivotal. Experts highlight large caps and debt instruments as primary focuses, while midcaps and smallcaps demand meticulous evaluation due to their inflated valuations. Gold serves as a protective asset, and involvement in international equities should be limited. Crafting a diversified portfolio built on robust fundamentals is essential for long-term success.
Stock Radar: This Sensex largecap stock showing signs of reversal on daily charts; time to buy?
UltraTech Cement Ltd has rebounded after finding support near the 10,500 level and reclaimed key moving averages. Experts suggest that traders can buy the stock targeting above 12,000 to 13,000 in the upcoming months. Technical indicators such as the Supertrend and MACD signal bullish momentum for the stock. The stock tested its multi-month consolidation zone, indicating a critical demand area.
US stocks today: Technology stocks lift S&P 500 as US midterm vote keeps investors on edge
US stocks rise as technology shares lead gains in the S&P 500 during the US midterm elections. Investors track the potential impact of the vote on markets while assessing concerns over artificial intelligence spending. Apple falls after a disappointing outlook, while Palantir declines and Fiserv rallies following its earnings beat.
Wall Street's hidden bargains: 10 US largecap stocks trading at historic discount for investors
At least 10 US large-cap stocks trade at 47%-63% discounts to sector valuations, according to Vested Finance. Comcast leads the list, alongside AT&T, Fiserv and Bristol-Myers Squibb, amid market volatility and growing scrutiny of AI valuations.
Why did market rally today? Sensex jumps 1,225 pts, Nifty closes above 23,800. 6 key factors behind today's surge
The Indian stock market witnessed a notable uptick on Tuesday, with Sensex and Nifty showing substantial growth. This surge was primarily driven by declining oil prices and favorable sentiments around the long-term capital gains tax. Enthusiasm among investors surged, particularly following significant net buying from foreign institutional investors. Though sectors such as Nifty Auto and Financial Services rallied, Nifty Pharma lagged behind.
ETMarkets Fund Guide: Large, mid or smallcap? How a Rs 1.5 lakh crore-fund manager approaches flexicap investing
In this edition of ETMarkets Fund Guide, we decode the flexi-cap category with Raunak Onkar, Fund Manager and Research Head at PPFAS Mutual Fund, who manages assets of around Rs 1.5 lakh crore.
FII retreat deepens: Almost every second Nifty stock sees stake cuts in all 3 quarters of 2026
This year has seen Foreign Institutional Investors (FIIs) divest nearly ₹3 lakh crore in Indian equities, causing a significant reduction in their stakes. As a result, FII ownership has declined in about half of the Nifty stocks over the past three quarters. Meanwhile, Domestic Institutional Investors (DIIs) have increased their equity holdings, reflecting a change in market dynamics amidst frequent foreign sell-offs.
Nifty’s comeback or a largecap trap? Anand James decodes breadth, IT and Swiggy
Anand James, Chief Market Strategist at Geojit Investments, says the recovery still looks like a narrow largecap-led bounce, even as the 18% surge in Nifty IT points to the early stages of a possible leadership cycle. He also assesses Swiggy’s rebound prospects and names his top stock ideas for the week.
Nifty IT’s 18% rally may mark a durable leadership cycle; 35,000 next: LKP's Vatsal Bhuva
Nifty IT’s 18% October rally could signal a sustained leadership cycle, supported by improving momentum, a bullish RSI crossover and capital rotation from global AI stocks. Analyst Vatsal Bhuva sees the index targeting 35,000. He remains cautious on Swiggy, bullish on Acutaas Chemicals, and recommends buying Persistent Systems and Eternal based on positive technical setups.
Nifty rout hides a striking bull run: Smallcap universe gives 60 multibaggers since last Diwali
The stock market in India has encountered a rough patch, evidenced by the Nifty's decline of over 11% since last Diwali. However, smallcap stocks have emerged as stars, with 60 multibagger stocks tripling investors' money; Sterlite Technologies notably climbed 649.7%. Investors are cautioned to consider valuations seriously while pinpointing companies with significant growth potential for smarter investment decisions.
Diwali blues: 83 largecap stocks plunge up to 60% since Samvat 2082. Can bluechips light up D-Street in the new year?
Indian equities enter Samvat 2083 after a volatile year and a sharp market correction. While lower valuations have improved the risk-reward profile of several stocks, persistent FII outflows, elevated crude oil prices and global uncertainties remain key concerns. Strong domestic fundamentals and earnings growth could support markets, but returns will increasingly depend on stock selection, valuations and earnings delivery.
Potential LTCG tax cut could revive FIIs’ India bet, says Jefferies: Which stocks may benefit most?
Jefferies sees a potential long-term capital gains tax (LTCG) cut as a possible trigger for foreign investors to return to Indian equities after record outflows. Banks, Reliance Industries, utilities and real estate stocks could be the biggest beneficiaries. Here’s where foreign investors are positioned and what a tax cut could mean.
Nifty’s early comeback signal: Why largecaps are holding up as broader market slides
India’s equity market divergence suggests largecaps may be regaining leadership as mid- and smallcaps remain under pressure. The Nifty has recovered to broadly flat returns in October, while midcap and smallcap indices have declined. More reasonable valuations, earnings resilience, liquidity and institutional preference are supporting largecaps, though elevated crude prices, macroeconomic uncertainty and earnings concerns continue to cloud the broader market outlook.
Only 15% of midcap stocks above 50-DMA: Is buying the dip getting riskier? JM Financial spots signs of leadership shift
JM Financial warns midcap and smallcap leadership may weaken as market breadth deteriorates sharply. Largecaps show early recovery signals, but investors should remain cautious. Nifty holding 22,000 could trigger a rebound; breaking below risks a fall towards 20,500.
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