Thursday, November 9, 2023

Be overweight on largecaps, equal-weight midcaps and underweight smallcaps, says Kotak’s Nilesh Shah

Be overweight on largecaps, equal-weight midcaps and underweight smallcaps, says Kotak’s Nilesh Shah Small cap stocks are at about 20 premium over the historical average. Earnings growth in small and mid-cap stocks will likely outpace large cap names, but the certainty of large cap earnings growth is far higher, said Shah

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/be-overweightlargecaps-equal-weight-midcapsunderweight-smallcaps-says-kotak’s-nilesh-shah_17319131.html

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