India’s IT sector faces uncertainty as global slowdown and AI fears spook investors. Market expert Daljeet Kohli advises caution, citing a lack of growth and difficulty in identifying future winners. Meanwhile, Reliance Jio’s IPO is seen as a strategic move to unlock value and offer a focused bet on India’s telecom growth, separating it from the conglomerate’s other 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