Large Caps Vs Midcaps: Where Is The Value As FIIs Pull Money From Big Stocks?

Large-cap stocks have faced pressure as foreign investors remain cautious, while domestic and retail flows continue to favour mid- and small-cap segments. Sanjay Sinha, Founder, Citrus Advisors, explains how this shift in flows can create value in large-cap stocks as prices decline due to investor apathy. He highlights that FIIs remain significantly negative on a year-to-date basis despite turning positive in recent months. According to Sinha, changing market conditions and easing company-specific uncertainties could trigger stronger performance in select large caps. The discussion explores where investors could find value, how flows are shaping market trends and when large caps may regain momentum.