The MSCI India index—a benchmark for global fund managers to assess the country’s investment performance—now has a valuation premium of 96% and 39% over the MSCI Emerging Markets and the MSCI World indices, respectively. Over the long term, India has traded at 45% and 8% premium to the EM and DM markets.
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