Logistic players have seen a sharp correction at the bourses over the past six months as intense competition from new-age-tech startups, higher freight rates, and weak macros dented listed players' growth outlook. Analysts warn that the emergence of tech-based startups could weigh on organised players' profit-pool, and can potentially erode their market share. Thus, a stock-specific strategy would be prudent at this juncture with focus on companies that are rapidly innovating and investing in technology.
'Though one cannot paint the entire microcap basket with the same brush, investors need to be careful now as to what they're buying.'
After a turnaround in performance by Indian equity markets since July that has seen the S&P BSE Sensex and the Nifty50 wipe out the year-to-date losses, analysts suggest investors start nibbling into stocks that are focused on the domestic economy. While they say intermittent corrections, led by policies of global central banks and other economic data, cannot be ruled out, analysts expect India's relative outperformance among global equity markets to continue as it looks better placed with a healthy economic recovery, and remains one of the fastest growing major economies. In this backdrop, Neeraj Chadawar, head of quantitative equity strategy at Axis Securities, believes that amid global slowdown, aggressive tightening by the central banks, and preference for domestic interests first (by the local government), export-oriented themes are likely to be muted or will deliver conservative returns in the near-term.
The BSE Mid-Cap index was currently down 1.25%
Companies featuring in the Next 500 list are mostly mid-sized and termed as the 'small wonders' by the magazine.
Ajit Mishra answers reader queries on the stock market.
This was the biggest IPO in the Indian market since Infratel's.
VRL investors have punished the stock for his move, but Sankeshwar is defiant.
The S&P BSE Midcap and the S&P BSE Smallcap indices slipped in red to shed over 1% each
Indian companies are now more confident about the execution skills of local banks.
Private lenders were among the top losers along with RIL.
Traders are closely watching the progress of the monsoon.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
Asian Paints was the top gainer after the paints major posted robust first quarter earnings.
The S&P BSE Midcap and S&P BSE Smallcap indices hit a new lifetime high
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
The S&P BSE Sensex has dipped five per cent, thus far, in CY15.
Markets gained for the second straight session to kick-off the September F&O series on a robust note.
ICICI Bank was the top gainer after stable rating for its senior unsecured bonds by S&P Global Ratings.
Ajit Mishra, vice president, Research, Religare Broking, answers your stock market queries.
The S&P BSE Sensex slipped 305 points to end at 25,400 and the Nifty50 dropped 87 points at 7,783.
ICICI Bank extended yesterday gains, rising 10% in two trading sessions
At 11:37 am, the S&P BSE Sensex was up 28 points at 27,037 and the Nifty50 was up 2 points at 8,268
Investors accumulated quality stocks at valuable and attractive levels.
If companies manage to raise Rs 10,000 crore, this will be the best year for IPOs since FY11.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
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