Fund Manager Talk | Market expecting earnings recovery in H2. HDFC MF’s Gopal Agrawal on where to invest

“At current levels, large-cap stocks present a relatively better risk-reward profile. However, for small-cap and mid-cap stocks, favourable liquidity conditions, ongoing government reforms to boost domestic manufacturing, and fewer global trade restrictions are crucial for further growth,” he says. “At current levels, large-cap stocks present a relatively better risk-reward profile. However, for small-cap and mid-cap stocks, favourable liquidity conditions, ongoing government reforms to boost domestic manufacturing, and fewer global trade restrictions are crucial for further growth,” he says.  Economic Times