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Dr Joseph Thomas, Head of Research at Emkay Wealth, breaks down how the Q2 earnings season has played out and what it means for investors from here. He discusses which sectors look attractive for fresh money, how midcap and smallcap earnings have shaped up, and the big question of where to put your money: largecaps, midcaps or smallcaps. He explains why largecaps are his first preference, followed by smallcaps and then midcaps, and why private midcap banks remain a segment he likes. He also shares how his own portfolio is positioned right now. A must-watch for investors trying to balance earnings, sector choices and market-cap allocation.
Dr Joseph Thomas on Q2 Earnings, Top Sectors & Why Largecaps Rank Above Smallcaps, Midcaps
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