Largecaps over smallcaps? ASK Investment CIO George Joseph explains his strategy
As global capital flows shift and volatility grips equity markets, investors are grappling with mixed signals — returning FIIs, resilient retail flows, yet no decisive market breakout. In this conversation, George Joseph, Chief Investment Officer at ASK Investment Managers, shares his perspective on India’s earnings trajectory, the small-cap correction, sectoral opportunities, and portfolio strategy for…