Small-caps: Time to review, not panic, but only if you own the right ones. 5 small-caps with right matrix, for medium-term investors

Nifty, Sensex, or for that matter any index – all are trading in the red, with extremely negative market breadth to boot. Don’t panic: We witnessed pretty much similar conditions back in March. So what to do? Sell, buy, or hold? Here’s a story about a small-cap company. For decades its performance was mediocre at best. But it is now a success, making batteries used in EVs and other new energy ecosystems. The stock has seen a rerating in the last couple of years. What should you do? So, to reiterate yet again: Rather than taking decisions based on the ups and downs of the Nifty, look at the business a company is doing. Will that business grow in the next two years? If yes, stay with it if you already own it – probably even increase exposure.