Ramkumar K, Chief Investment Officer, Reliance General Insurance, advises caution in selecting sectors and scrips due to emerging exuberance pockets, with modest equity returns expected. Watch FY25 for market movements, global policies, US elections, interest rate cuts, large banks, bad assets, energy sector as well as FIIs’ interest in small & midcap stocks.
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