Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta Bhandwaldar

We are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy prices on the Indian market. From the corporate earnings perspective we are fairly constructive. After 1.5 years of earnings downcycle, the earnings cycle has been reviving from 2HFY26.