Friday, 2 October 2026Updated 8m ago
← Top stories
Broker call● Neutral for Indian equities

ICICI Pru AMC’s S Naren on contrarian investing, AI risks and navigating a volatile market

1 source · first seen 09:00 2 Oct · updated 09:00 2 Oct

The brief

Written from 1 report · check the source before you trade
  • S Naren discusses oil, US rates and AI risks
  • He says contrarian investing can extend beyond value stocks
  • Views on small-cap valuations may inform Indian investors’ allocation to small and midcap stocks

Tags on this story

Pick a tag to see all its stories

Linked by the tag Small and midcaps

134 stories this week
  1. 2 OctAI winners and losers are emerging in Indian IT, says BNP’s Kumar RakeshBroker call · 1 source · AI-driven revenue deflation and weak tech spending are reshaping India’s IT sector
  2. 1 OctNifty 500’s hidden bear market: Half the stocks are down over 30% from highsMarket move · 1 source · About 50% of Nifty 500 stocks are down significantly from their peak levels
  3. 29 SeptIT Q2 Preview: Infosys, Other Large Caps May Cut Guidance As AI Deflation Bites, Mid-Caps To Buck The TrendResults · 3 sources · Citi expects near-term weakness to persist for large-cap IT firms and flagged margins as a key focus
  4. 28 SeptFeeling blue: Near 40% of Nifty stocks down over 20%; ₹31 trn wiped outMarket move · 1 source · 18 of 50 Nifty stocks are more than 20% below their 52-week highs
  5. 27 SeptIPO Mania: 20 Issues To Hit The D-Street In A Single Week — Check Full ListIPO · 1 source · 20 IPOs across mainboard and SME segments open this week
All Small and midcaps stories →

Read the reports

1 report · earliest 09:00
MintICICI Pru AMC’s S Naren on contrarian investing, AI risks and navigating a volatile market09:00