Large caps could be gearing up for a comeback after years of underperformance. Chintan Haria of ICICI Prudential Asset Management says large caps offer three key advantages—underperformance, undervaluation and under-ownership—while earnings growth is expected to improve in FY27 and FY28. He sees opportunities in consumer, technology, mega-cap energy, chemicals and globally exposed auto ancillaries. But which large-cap sectors should investors avoid?
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