Strategist Vincent Nichols sees smallcaps as a strong complement to largecap tech, potentially adding alpha as interest rate cuts continue. While largecap tech fundamentals remain robust, a shift could favor smallcaps, though timing is uncertain. Nichols also noted that while tech capex is strong, a digestion period is likely in the medium term.
FPIs open March with largest daily pullout in 4 months
Foreign investors pulled out a significant $751.4 million from Indian equities on March 2, ending a strong February inflow. This reversal, driven by escalating Middle
March 4, 2026