JP Morgan, which owns a key global bond index, is said to be conducting a review of its constituents this month. Global investors will likely demand India’s inclusion citing concentration risk in China and exclusion of Russian sovereign bonds.
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