"Mid & Small Caps Are Soaring 🚀 | A Contrarian Case for Large Cap Stocks"

Описание: "The last few years belonged to mid-caps and small-caps because domestic money through SIPs kept flowing in. But if FIIs return meaningfully, history suggests they will first buy large-cap stocks. Since many large-caps are still below their previous highs while several mid-caps are at record valuations, the next leadership change could come from large-caps."
That's not a prediction, but it is a reasonable contrarian thesis supported by how foreign money has historically behaved in India.

Analysts in 2025 specifically noted that renewed FII buying was likely to be directed toward large-caps rather than the broader market.

"In 2024, FPIs invested more than ₹2 lakh crore into Indian equities over a 12-month period, and the Nifty 50 surged nearly 29%, showing how powerful foreign flows can be for large-cap stocks."