Small and mid-cap stocks present attractive opportunities after recent market correction. WhiteOak Capital's Trupti Agrawal highlights that earnings momentum is stabilising while valuations normalise, creating a constructive risk-reward setup. Indian equities now trade near ten-year average valuations with the premium to emerging markets compressed to 45%, well below historical highs. With India securing trade agreements covering 37% of goods exports and GDP growth projected at 7.4% for FY2026, supported by domestic demand and ongoing reforms, the broader investment backdrop remains resilient. Selective alpha opportunities are emerging in smaller-cap segments where improving fundamentals and market inefficiencies offer potential for discerning investors navigating this consolidation phase.
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