Tata MF's Padiyar backs stock picking over market-cap bias
In short
Chandraprakash Padiyar of Tata Asset Management said investors should pick stocks one by one instead of relying only on whether they are large-, mid- or small-cap names.
He also said manufacturing looks attractive because costs are improving and balance sheets are strong. The report does not name any stocks or say when this view will change.
What the reporting says
Chandraprakash Padiyar of Tata Asset Management said in an ETMarkets interview that investors should focus on bottom-up stock selection instead of deciding only by market capitalization. He also pointed to manufacturing as a promising wealth-creation theme, citing improving cost competitiveness, strong balance sheets and plans to scale globally. The reporting does not give a timeframe, target stocks or any portfolio move.
Why it matters
In an ETMarkets interview, Chandraprakash Padiyar of Tata Asset Management argued for bottom-up stock selection rather than relying only on market-cap buckets. He said largecaps look attractive, while some mid- and smallcaps may still offer opportunities. He also highlighted manufacturing as a wealth-creation theme, citing better cost competitiveness, strong balance sheets and global scale ambitions. The piece is opinion-based and does not include a trade recommendation.