Small and largecaps attractive, midcaps require caution: Aniruddha Naha

June 11, 2025

Aniruddha Naha of PGIM India AMC remains positive on Indian markets, particularly financials, citing strong macro fundamentals and reasonable valuations. He anticipates FII inflows to initially benefit largecaps, eventually spreading to mid and smallcaps. Naha favors financials (especially NBFCs), capital goods, and discretionary consumption, driven by rate cuts, liquidity, and improved consumption trends.

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