Anupam Tiwari of Groww Mutual Fund warns of a potential oil shock. He believes a multicap strategy combined with bottom-up investing is suitable for current market conditions. Valuations in mid and small caps have improved, making active stock picking more viable. Tiwari highlights opportunities in financials, industrials, autos, and specialty chemicals.
Indian benchmark indices ended marginally lower on Friday as investors assessed the RBI’s decision to keep rates unchanged while raising inflation and lowering growth forecasts. Weak global cues, pressure in US and European markets, and continued FII selling are expected to keep sentiment subdued in the near term.
Domestic equities ended flat on Friday as MPC matched market expectations, while supportive measures announced by the RBI Governor helped strengthen the rupee.
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NSE said in a press release that over 4.3 crore accounts, nearly 17% of the total, have been added in the past year alone, reflecting sustained retail interest despite geopolitical uncertainty and market volatility.
Investors should watch out as 44 stocks including Infosys and Adani Group companies turn ex-date this week. Corporate actions like dividends, bonus issues, and stock splits are scheduled. Shareholders must hold shares by the record date to be eligible. This corporate activity presents opportunities for investors to track.
For investors seeking the next opportunity, a closer examination of BSE largecap stocks reveals several promising names.
Fifteen penny stocks have delivered returns of 20% to 80% over the past three months. Screened on the basis of a market capitalisation below Rs 1,000 crore, a share price under Rs 20 and average trading volumes exceeding 5 lakh shares, these micro-cap stocks have emerged as standout performers. However, investors should note that while penny stocks can offer outsized gains, they also carry higher risks due to sharp price volatility and liquidity concerns.
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