Edelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours flexicap and midcap funds for better growth potential, remains underweight IT amid transition, and is bullish on financials, while selectively approaching small caps and emerging AI-linked investment themes.
Anthropic revenue jumps 1,100% ahead of IPO as AI spending commitments near $900 billion
Anthropic reported a 1,100% surge in third quarter revenue to $17 billion ahead of its planned IPO later this month. However, the AI company also