Smallcaps cheaper but not cheap yet: Sonam Srivastava urges selective investing
Analysis of this story by et_markets · 14 Mar 2026, 1:57 PM IST (about 2 months ago)
AI Analysis
The banking sector has recently seen significant declines due to inflation fears and crude-driven sell-offs, making the 'private banks' recommendation noteworthy amidst broader market volatility. Investors should assess if the recent correction has made private banks attractive.
Trading Insight
For private banks, look for strong fundamentals (NIM, asset quality, credit growth) and consider accumulation on dips, but maintain strict stop-losses given the current market sentiment.
Quick check: ICICIBANK bearish bias (oversold).
Key Evidence
- •Smallcap stocks have corrected sharply but are still not cheap.
- •Sonam Srivastava of Wright Research urges investors to stay selective.
- •Opportunities are highlighted in private banks, pharma, and capital goods.
- •Recommends staggered deployment of cash and balanced allocation across equities, gold, silver, and debt amid volatile markets.
- •Risk flag: Ongoing inflation fears and potential interest rate hikes impacting NIMs.
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Sources and updates
Original source: et_markets
Published: 14 Mar 2026, 1:57 PM IST
Last updated on Anadi News: 14 Mar 2026, 2:26 PM IST
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