Does it still make sense to have a larger allocation to largecaps? Chakri Lokapriya answers

LGT Wealth's CIO-Equities, Chakri Lokapriya, suggests a multicap approach, highlighting value in mid and small-caps after recent market volatility. He favors domestic-facing companies like Tata Consumer and Voltas, financials benefiting from government spending, and industrials. Cement companies like UltraTech are also promising. While IT faces discretionary spending uncertainty, chemicals offer an advantage due to favorable tariffs compared to China.