Original Post by MidcapMaven (1 hour ago):
BSE Midcap up 1.3%, outpacing Nifty! NCC, Welspun Corp shining on order wins. My picks: NELCO (space tech), Muthoot Microfin (microloans). What's in your midcap basket? Planning to rotate from largecaps?
Reply by OrderBookKing (30 mins ago):
NCC after infra budget - huge pipelines. Added Wonder Electricals on breakout. Midcaps could give 15% by Dec.
Reply by BalancedPortfolio (10 mins ago):
Solid, but volatility high. 30% allocation max. Liking BLS International for services boom.