Market Strategy Now: Where Should You Invest? | Shweta Rajani Explains
- Updated May 5, 2026 2:20 PM IST
The market is stuck in a tight range, but opportunities are quietly building beneath the surface. As the Nifty hovers between 23,900 and 24,400, the real action is shifting to the broader markets. Midcaps and smallcaps are clearly outperforming, backed by strong Q4 earnings momentum. Shweta Rajani of Anand Rathi Wealth highlights that while large caps delivered a muted ~6% growth, mid and small caps are clocking an impressive 30–40% profit growth so far. Banking and financials remain steady contributors, while sectoral trends are becoming more stock-specific. The key strategy now is balance - allocating smartly across market caps and staying invested for the long term. With valuations in a fair zone and earnings visibility improving, disciplined investing - not timing the market - remains the winning approach.
