
As the September quarter earnings season unfolds, market expert Arun Kejriwal explains why large-cap stocks could regain investor attention after an extended period of subdued performance. He highlights rising valuations in midcaps and smallcaps, the surge in IPO fundraising and the growing trend of companies using IPO proceeds to repay bank debt after completing capital expenditure. With investors closely tracking Q2 earnings, the performance gap between large caps and their smaller counterparts could shape market flows. Kejriwal believes large caps may find favour until midcap and smallcap earnings deliver a stronger growth pickup. Like, Share, and Subscribe to our channel Business Today.