Shankar Sharma Explains Why He Calls Small Caps The Only Game In Town For Indian Markets

#Modinomics24 #BudgetWithBT #UnionBudget2024 #ShankarSharma #PayTM #SmallCap
In BTTV Market Closing, Sakshi Batra & Shailendra Bhatnagar, in a conversation with Shankar Sharma, Founder of GQuant, discuss small-cap stocks as the game changer in the Indian market. Sharma notes that small caps have outperformed large-cap stocks significantly, a shift from the scenario a decade ago. He believes large caps are reaching their ceiling in terms of size, reflecting the mirror of the Nominal GDP economy driven by corporate earnings. Sharma also shares his top picks in the small-cap space, including Thomas Scott, Valiant Communications, Sumit Woods, and Rama Steels. Additionally, he addresses the ongoing Paytm Crisis following RBI's regulatory actions. Here's an excerpt from the exclusive conversation.
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