Global markets are cautiously optimistic about a potential US-Iran agreement easing geopolitical risks and crude oil volatility. However, Indian equities remain restrained, with market experts emphasizing that earnings delivery, particularly for FY27, will be the key driver for future market movements, not just macro triggers.
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant Jain
Largecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller companies, according to Arihant Jain
September 6, 2026