Chetan Ahya of Morgan Stanley compares past and present investment trends in India, emphasizing the significance of investment growth for sustainable economic development. He discusses various factors impacting the current economic cycle and growth outlook. He also said we should not expect a big acceleration in rural consumption growth in terms of FMCG companies’ volume growth.
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