Ashutosh Tiwari, the Managing Director and CIO of Public Equities at Equirus Asset Management, has expressed a bullish outlook on the Indian large-cap sector. Despite ongoing global uncertainties, he believes the current market landscape provides a strategic entry point for those focused on the medium term.
The investment thesis hinges on navigating shifting geopolitical tensions and the stabilization of commodity pricing. Tiwari notes that while global pressures persist, the resilience of major Indian companies remains a cornerstone for portfolio growth.
Investors are advised to look beyond short-term volatility. According to Equirus, the prevailing risk-reward profile is becoming increasingly attractive, suggesting that large-cap equities are well-positioned to outperform as macroeconomic conditions evolve.
This sentiment aligns with a broader trend of institutional confidence in domestic growth engines. As commodity cycles normalize, large-cap firms are expected to leverage their scale to maintain margins and deliver steady shareholder value.
