Midcap and smallcap stocks will continue to outperform, says Vinit Bolinjkar. Here’s why

Vinit Bolinjkar, Head of Research at Ventura Securities, expects earnings to continue strong in India, especially with an influx of bond money that will lower the cost of funds. He remains positive on midcap and smallcap stocks, as earnings have been solid and there are opportunities for growth and lower acquisition costs for MSMEs. Bolinjkar also believes that consolidation in the cement industry will benefit smaller players.