Marcellus cuts smallcap cash from 40% to 13%; here's where Pramod Gubbi is hunting for quality buys now
Analysis of this story by et_markets · 13 Mar 2026, 9:00 AM IST (about 2 months ago)
AI Analysis
Institutional investor sentiment is a key driver for market direction, especially in smallcap and quality largecap segments. A shift from cash to equity signals confidence in long-term growth despite short-term volatility.
Trading Insight
Monitor smallcap indices for signs of renewed buying interest and consider quality largecap banking stocks for long-term accumulation.
Quick check: HDFCBANK bearish bias (oversold), ICICIBANK bearish bias (oversold).
Key Evidence
- •Marcellus Investment Managers cut smallcap cash from 40% to 13%.
- •They see the current market dip as a chance to buy quality stocks.
- •Cautious about a prolonged West Asia conflict impacting India's economy.
- •Believe crises often present the best investment opportunities.
- •Marcellus analyzes HDFC Bank, seeing it as a long-term buy despite recent challenges.
Affected Stocks
HDFCBANKHDFC Bank
Positive
Marcellus views HDFC Bank as a long-term buy despite recent challenges, indicating institutional confidence.
People in this Story
P
Sectors:banking
Sources and updates
Original source: et_markets
Published: 13 Mar 2026, 9:00 AM IST
Last updated on Anadi News: 13 Mar 2026, 9:21 AM IST
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