Expert View: Chokkalingam On Smallcaps, Gold, Largecaps & Global Cues Driving Indian Markets

G Chokkalingam, Founder & MD of Equinomics Research, shares his market strategy amid global geopolitical shifts, domestic GDP momentum, and the upcoming GST Council meeting. He advises a balanced approach—40% allocation to large-caps, 5% to gold, and 55% to quality small and mid-cap stocks, stressing that stock selection will be the key driver of returns in the near term.