Tuesday, 6 October 2026Updated 14m ago
● Neutral for Indian equities

Covid-era bargains in largecaps, bull market valuations in smallcaps: Where is the real opportunity in stocks?

1 source · first seen 09:48 6 Oct · updated 09:48 6 Oct

The brief

Written from 1 report · check the source before you trade
  • The Nifty is down 14% in 2026, while midcaps have fallen 2%
  • Smallcaps have gained, despite the sharp split between largecap and smaller-stock valuations

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Linked by the tag Small and midcaps

92 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
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Economic TimesCovid-era bargains in largecaps, bull market valuations in smallcaps: Where is the real opportunity in stocks?09:48