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Ajay Srivastava warns investors macro shocks hit later than markets expect and urges aggressive reallocation

Ajay Srivastava warns investors macro shocks hit later than markets expect and urges aggressive reallocation

Ajay Srivastava of Dimensions Corporate says Indian markets are only beginning to feel macro pressure from global shocks, currency weakness, and energy costs, with the real hit to consumers and earnings potentially taking 3 to 6 months to show fully. He cautions investors not to assume the recent fuel spike is already reflected. His strategy emphasizes “reallocate” over concentration, leaning toward legacy and promoter-driven firms, staying selective in export-focused pharma, and avoiding Indian IT in favor of US IT.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Capitalmind Flexi Cap exits Reliance Bank of Baroda and L&T Finance while doubling down on Titan and MCX

Capitalmind Flexi Cap exits Reliance Bank of Baroda and L&T Finance while doubling down on Titan and MCX

Capitalmind Flexi Cap Fund made a decisive April reshuffle, fully exiting Reliance Industries, Bank of Baroda, and L&T Finance. At the same time, it boosted stakes in Titan Company, MCX, NTPC and ONGC, adding new positions including MTAR Technologies, Tata Steel, and Kirloskar Oil Engines. The portfolio expanded to 42 stocks, increasing holdings in 18 names while trimming four others. Despite the activity, the fund’s AUM stood at about Rs 424 crore and it remains modestly down since launch.

Summarised by Beize from a story on The Economic Times on 15 May 2026

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Is your portfolio FII proof Jefferies flags 7 stocks to outlast the $53 billion selloff

Is your portfolio FII proof Jefferies flags 7 stocks to outlast the $53 billion selloff

Foreign investors have cut Indian equity holdings by about $53 billion since late 2024, leaving the market lagging emerging peers. As FIIs reduce risk, domestic institutions have stepped in and grown their ownership to a record 18.6%, helping “domesticate” market sentiment. Jefferies highlights seven stocks that could better withstand this FII pressure.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Quant Small Cap Fund dumps HDFC Bank and Jio Financial in April reshuffle

Quant Small Cap Fund dumps HDFC Bank and Jio Financial in April reshuffle

Quant Small Cap Fund reshuffled its April 2026 portfolio, exiting positions including HDFC Bank, Jio Financial Services and Aarti Industries. It also added fresh bets such as Triveni Tribune, Sai Parenterals and PTC India, while trimming exposure to Adani Power and Aegis Logistics. The fund increased stakes in Black Box, Capacite Infraprojects and RBL Bank.

Summarised by Beize from a story on The Economic Times on 11 May 2026
LIC makes a contrarian $2 billion move buying 10 stocks as markets fall

LIC makes a contrarian $2 billion move buying 10 stocks as markets fall

During the March quarter’s market slump, Life Insurance Corporation of India deployed nearly $2 billion into 10 stocks, adding to positions in names such as Bajaj Finance, Bharti Airtel, TCS, and Infosys despite price declines. LIC also trimmed exposure in other holdings, signaling a selective contrarian strategy rather than broad buying.

Summarised by Beize from a story on The Economic Times on 8 May 2026
Nifty set for tight 23500 to 24800 range as oil and war fears linger

Nifty set for tight 23500 to 24800 range as oil and war fears linger

Nifty is expected to hover in a narrow 23,500–24,800 band as geopolitical tensions and elevated oil prices continue to weigh on sentiment. Despite the uncertainty, analysts are calling for a mildly positive bias and are pointing to specific trading strategies and stock picks, including ITC and Tube Investments, as possible gain opportunities.

Summarised by Beize from a story on The Economic Times on 4 May 2026

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Broker calls go mixed as Motilal stays bullish on UTI AMC while Goldman cuts Dr Reddy’s

Broker calls go mixed as Motilal stays bullish on UTI AMC while Goldman cuts Dr Reddy’s

Brokerages are taking a selective approach in markets: Motilal Oswal has maintained a buy view on UTI AMC, citing steady AUM growth and healthy SIP inflows, as well as a bullish stance on Aditya Birla Sun Life AMC. In contrast, Goldman Sachs downgraded Dr Reddy’s Laboratories, pointing to weak pipeline visibility, pricing pressure, and limited near-term growth.

Summarised by Beize from a story on The Economic Times on 25 Apr 2026
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