“India’s capex cycle has turned from its FY20 bottom, and should last another five-plus years as the housing and corporate capex cycle play out,” it said.
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