Hello @hitesh2710 sir,
I wanted to get your thoughts on something. So far, all the indices (large, mid, and small caps) have been corrected by a similar margin (10-12%). Normally, small caps, being inherently riskier, should experience a steeper decline, but that doesn’t seem to be happening this time.
People are suggesting that this might be because FIIs predominantly own large caps, not SMIDs.
- Do you think something fundamental has shifted, justifying a premium for small caps?
- Or is it possible that DIIs might rotate back to large caps now that they’ve become attractively priced after the correction?
Is there any angle I’m missing in understanding this trend? Looking forward to your perspective.
| Subscribe To Our Free Newsletter |
