AI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of missing out. India’s manufacturing, financials, and consumption sectors are poised for long-term growth as global AI frenzy potentially fades. Smart investing involves focusing on fair valuations and solid businesses.
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