In the near term, the markets may be getting excited too soon. There are risks immediately and that would lead to earnings contraction. I expect a near-term correction before we get on with the long-term bull story.
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant Jain
Largecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller companies, according to Arihant Jain
September 6, 2026