The CNX midcap index has underperformed the Sensex by nearly 30% since June 2005. Up to the end of June 2005, the index had been outperforming the Sensex and the mid caps seemed to be a growth story once again. However, the mid caps zoomed to new highs in the last few months, but then [...]
Entries from August 2006
August 6, 2006
NSE and BSE Sector Allocation
The Indian stock markets have seen a lot of unpredictable swings since May. From an all time high to the highest one-day fall, the investors have seen it all here. Given the current dynamics at play, a good sectoral allocation should be as follows:
IT, Telecom and Media – 20%
Infrastructure – 25%
Textiles – 15%
Auto and Ancillary [...]
