ETMarkets Smart Talk: 55% of portfolio should be in largecaps, 25% in midcaps & 20% in smallcaps: Amit Jain
“In my view, this trend of outperformance by the Indian market will continue, as the global market also looks stabilized as of now. Most of the interest rate and inflation risk is priced in for the Indian market. However, nowadays geopolitical risk is much higher than interest rate risk as every day we witness a new opening of war front across the world.”
