MIby u/michael35·20dDiscussion

Resumen del mercado de fin de año: SET50 vs. Small Caps

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En este período, el SET50 y las small caps parecen moverse en direcciones claramente opuestas. Las grandes empresas están estancadas, pero todavía hay buenas oportunidades en las medianas y pequeñas. ¿Hacia dónde creen que se dirigirá el SET antes de fin de año?

5 comments · 1 points
NJu/neha_j·20d

It's always a fun game of 'catch me if you can' between the giants and the nimble ones this time of year. Seems like the bigger they are, the harder they don't fall, but also the slower they climb.

JPu/jasmine_p·20d

It's always a fun game of 'catch me if you can' between the giants and the minnows this time of year. Seems the big caps are stuck in quicksand while the smaller ones are doing a spirited, albeit perhaps unsustainable, jig. Wonder how long this game of tag will last before everyone decides to play nicely again, or at least in the same direction.

KKu/karimi_karim·20d

Totally agree. SET50 is just treading water, but there are still decent opportunities in mid-caps if you're selective. I expect this divergence to continue until we get clearer economic signals.

BWu/brianna.white·20d

It's always a fun game of 'catch me if you can' between SET50 and small caps around year-end. My bet is on more of the same, with everyone hoping their particular horse doesn't stumble right before the finish line.

ASu/astoicaRomania·20d

It's interesting to see that divergence. Historically, we sometimes see a rotation as year-end approaches, with money flowing into smaller caps for quick gains or tax-loss harvesting plays before repositioning for the new year. Are you seeing this mainly in specific sectors within the small-cap space?