Monday, 5 October 2026Updated 34m ago
← Market pulse
Market move▲ Bullish for Indian equities

'Nifty's mcap composition causes it to trail broader earnings growth'

1 source · first seen 22:40 4 Oct · updated 22:40 4 Oct

The brief

Written from 1 report · check the source before you trade
  • Sunil Singhania says the Nifty’s market-cap composition causes it to trail broader earnings growth
  • He says India’s changing economic structure could shift growth towards newer industries and smaller companies
  • The view favours Indian small- and mid-cap companies over the largest Nifty constituents

Tags on this story

Pick a tag to see all its stories
Small and midcaps12 todayNifty and Sensex22 today

Linked by the tag Small and midcaps

119 stories this week
  1. 2 OctIT Q2 Preview: Large-cap firms seen posting weakest growth in three years; midcaps may outperformResults · 1 source · Large-cap Indian IT firms may post their weakest Q2FY27 growth in three years
  2. 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
  3. 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
  4. 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
  5. 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
All Small and midcaps stories →

Read the reports

1 report · earliest 22:40
Business Standard'Nifty's mcap composition causes it to trail broader earnings growth'22:40