So, the first phase of the rally could be led by largecaps and then stabilise and then small and midcaps can join in. So, on the largecap side, I would think that companies and the financial, the larger banks like Axis, ICICI, etc, offer value.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a