Daily Voice: Q2 earnings growth may slow to 13-14%, but mid, smallcaps still look attractive, says HDFC Securities
MeridStreet AI summaryHDFC Securities expects Q2 earnings growth to slow down to 13-14%. This slowdown is a natural consequence of the high base set in the previous quarter. Despite this, the mid and small-cap segments still appear attractive, according to Unmesh Sharma of HDFC Securities. Many emerging themes are represented within these segments, making them an exciting space for investors. This could be a good opportunity for those looking to diversify their portfolios.
Read the source report: Moneycontrol →
Why it matters
HDFC Securities believes that the small and mid-cap segment remains an exciting space despite potential slowing of Q2 earnings growth. Emerging themes are well represented in this segment, making it attractive to investors.
Market impact
Transmission channels
Likely winners & losers
Winners
- Smallcaps
- Mid-caps
- Emerging themes
Under pressure
- Large-caps
- Defensive stocks
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MeridStreet does not reproduce source articles. The summary and analysis above are generated by MeridStreet from public headlines and its own market model; the original reporting belongs to Moneycontrol. For information only — not financial advice.