Large and midcaps better placed than smallcaps in current phase: Shibani Sircar Kurian

May 4, 2026

Despite market swings, seasoned investors find comfort in reasonable valuations and historical trends, according to Kotak AMC’s Shibani Sircar Kurian. She highlights banking as a standout sector with strong growth and stable asset quality, while telecom shows improving fundamentals. Kurian advises using market dips to add equities, favoring private banks due to valuation comfort.

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