“We are not sure if the correction marks a reversal of the market to fundamentals and numbers from sentiment and narratives,” said Kotak’s analysts including Sanjeev Prasad in a client note.
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