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This episode of “Two Sharp with ET” covers three key developments. After consecutive losses, Sensex finally breaks its losing streak, closing in the green. Midcaps see strong buying, led by PSU Banks, Metals, and Auto stocks. The Indian Rupee slides to a historic low of ₹86.63/USD, driven by strong crude prices, weak FII inflows, and a robust Dollar Index. India’s electronics, solar, and EV sectors face disruptions as China restricts exports of high-tech machinery. Nisha Poddar explains.

Two Sharp with ET: Sensex ends losing streak, Rupee hits record low, China’s export curbs strain EVs

Brokerages remain optimistic about select midcap stocks in key sectors like auto, financial, and information technology. Trendlyne data highlights 10 BSE midcap index stocks, including Ashok Leyland, PI Industries, Crompton Greaves, and KPIT Technologies, which have strong analyst ratings and could deliver up to 55% returns. Here’s a list of these stocks: Solid ratings

Expert Picks: 10 midcap stocks likely to soar up to 55% - Solid ratings

ICICI Prudential continues to recommend investing in hybrid and multi-asset allocation schemes given the strong fundamentals and high valuations.

More negative on smallcap and midcap stocks: ICICI Prudential MF

So far this year, the Nifty fell 2.36%, Nifty Midcap 150 declined 4.14%, Smallcap 250 dropped 9% and Microcap 250 shed 8.36%.

15 stocks up at least 5% in 2025 after giving 25% returns in 2024

In largecap space, Emkay Global likes Lupin Ltd, Zomato Ltd, and Tata Motors Ltd. Among midcaps, it recommended IndusInd Bank Ltd, Escorts Ltd, and One97 Communications Ltd (Paytm).

Zomato, Paytm, Tata Motors, IndusInd Bank, Metropolis Healthcare: Top stock ideas

ICICI Prudential Mutual Fund’s CIO S Naren warns retail investors against SME IPOs, describing them as the most dangerous market segment due to quality concerns. As Sebi tightens regulations, the Indian rupee hits an all-time low amidst a dollar surge. Naren advocates investment in largecap stocks over small and midcaps, citing superior performance.

SME IPOs most dangerous part of the market, warns S Naren

“We suggest staying selective and are bullish on India EMS, capex recovery in CY25, and housing themes,” Jefferies said.

Midcap Stocks To Continue Outperforming, Says Jefferies, But Advises To Remain Selective

Unmesh Sharma from HDFC Securities provides a market outlook, emphasizing opportunities in largecaps impacted by FPI selling and the potential for outsized returns in selective midcaps and smallcaps. He also highlights a positive outlook for the BFSI sector, industrials, chemicals and IT due to valuation differentials, liquidity improvements, and capex cycles.

Don’t expect to give more than a single-digit return this year: Unmesh Sharma

Nifty faces bearish sentiment, with support at 23,000, and Bank Nifty potentially drifting toward 48,000. TCS shows positive momentum post-results, while midcaps may see further pressure. For the week, buy UNOMINDA, IRCTC; sell HAL.

Bearish sentiment intensifying, Nifty support at 23K: Rupak De

Domestic brokerage firm Axis Securities is optimistic about several small and midcap stocks, predicting potential rallies of up to 41%. These include Aurobindo Pharma, Sansera Engineering, Dalmia Bharat, Lupin, Chalet Hotels and Prestige Estates Projects.Here’s a list of 9 small & midcap stocks that can rally up to 41%, according to Axis Securities: Market Winners

Top picks! Lupin, Chalet Hotels among 9 small and midcap stocks that can rally up to 41% - Market Winners

Indian equity markets extend losses, Nifty Midcap Select index drops 2.23%, banking stocks under pressure, market awaits US Fed minutes.

Markets extend losses as Sensex drops 675 points; Midcaps see deeper cuts

Mirae Asset Nifty Midcap 150 ETF objective is to generate returns, before expenses, that are commensurate with the performance of the Nifty Midcap 150 Total Return Index, subject to tracking error