Small Cap Stocks

Why is Mark Mobius bullish on Indian small cap stocks?   Small and mid cap stocks were the toasts of 2015. In a year when the indices gave negative returns, mid and small cap stocks vastly outperformed. However, the scenario has changed drastically post the Union Budget 2016. While large cap stocks have given returns…

US Data Shock

A clear slowdown means that rate hikes may be off the table…   The US Non-Farm Payrolls (NFP) data that was announced on Friday was a complete shocker. For the month of May, the US NFP added just 38,000 jobs as against an addition of over 123,000 jobs in the previous month. The NFP number…

Growth Flatters

What the GDP and Core sector numbers mean for the economy…   During the week, two sets of growth data were really flattering. First was the GDP data for the fourth quarter which came in better than expected. Secondly, the Core Sector data which is a collection of key sectors of the economy, also posted…