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Huge catchup rally in largecaps led by financials and IT on the way: Krishna Kumar Karwa
“If you feel that the US economy is stabilising or rather there is a soft landing, then the whole economic atmosphere over there or rather all the IT companies, should see the positive benefits. Plus falling interest rates will obviously lift the valuation multiples also. FPI flows will be going into largecaps as small and midcaps cannot absorb those kinds of flows.”