Get into mid and smallcaps with a slightly longer-term horizon compared to largecaps: Harsha Upadhyaya

Kotak AMC’s Harsha Upadhyaya suggests a stock-specific, bottom-up approach, favoring large-caps due to valuation. While positive on financials amid macro improvements, he highlights the long-term potential of the defense sector, particularly in aerospace and electronics. Upadhyaya anticipates modest earnings growth and a potentially range-bound market for the next few quarters.

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