
As market volatility continues, investors are searching for relatively safer pockets within the small and mid-cap space. G Chokkalingam, Founder & MD, Equinomics Research, highlights high-dividend-yield companies, buyback opportunities and fundamentally strong stocks as areas investors may track during the correction. He explains why some stocks offering 5–6% dividend yields could provide relative downside protection and discusses how long-term investors with a higher risk appetite may view the current weakness as an accumulation opportunity. The discussion also covers oil prices, India’s domestic growth story, FTA agreements, PLI schemes and forex reserves as potential medium-to-long-term positives.