Largecaps still offer margin of safety amid broader re-rating: Harish Krishnan

May 14, 2025

Harish Krishnan from Aditya Birla Sun Life AMC shares insights on market dynamics. He highlights the shift from macro to micro factors like earnings and capital expenditure. Krishnan anticipates a moderation in global tariff war fears. He suggests focusing on sectors like private banks, FMCG, and chemicals.

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