Anil Rego foresees the semiconductor industry becoming a trillion-dollar sector by 2030, driven by automotive, data storage, and wireless industries. He recommends focusing on high-quality stocks in banking, auto & ancillaries, and building materials segments for incremental earnings. He also says risks are currently exogenous such as global slowdown and geopolitical uncertainty..
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