Market move● Neutral for Indian equities
Nifty 50 correction: why fund managers see more value in large caps now
The brief
- Nifty 50 valuations have fallen below historical averages after two years of flat returns and oil-led corrections
- IT Q2 Preview: Large-cap firms seen posting weakest growth in three years; midcaps may outperform
- AI winners and losers are emerging in Indian IT, says BNP’s Kumar Rakesh
- Nifty 500’s hidden bear market: Half the stocks are down over 30% from highs
- IT Q2 Preview: Infosys, Other Large Caps May Cut Guidance As AI Deflation Bites, Mid-Caps To Buck The Trend
- Feeling blue: Near 40% of Nifty stocks down over 20%; ₹31 trn wiped out