India’s beaten-down largecaps set to rebound on foreign flows - The Economic Times
• Indian large-cap stocks are projected to rebound and narrow their underperformance relative to mid- and small-cap peers. • The recovery is driven by a return of foreign investors, more palatable valuations, and stronger earnings visibility compared to smaller companies. • This shift follows a period where Indian stocks lagged behind US and Asian markets, such as South Korea and Taiwan, which surged due to AI exposure.
economictimes.indiatimes.com