
Smart Calls with Smartkarma | Mid Cap Momentum: Picking Winners in India’s Equity Market
29.4% return. 90% hit rate. What’s the framework behind it?
Pranav Rao speaks with Dr. Manishi Raychaudhuri, who shares his three-pronged quant screen for identifying high-conviction mid-caps:
• Future earnings CAGR >10%
• PEG < 1.3
• Upgraded earnings + consensus buys
Thematic overlays (industrials, financials, healthcare) helped drive alpha—and reduce noise.
Like what you heard? Share this episode and follow us for more Smart Calls.
Read the full Insight - http://on.skr.ma/4fhK47B
Dr. Manishi Raychaudhuri - http://on.skr.ma/454sUHf
This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.