Prefer largecaps over small, avoid 'vaporware'; ICICI Pru AMC’s Anish Tawakley urges caution at market’s cyclical peak
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Anish Tawakley of ICICI Prudential AMC advises caution at market's cyclical peak, preferring large-cap stocks over small and mid-caps. He warns against 'vaporware' companies and highlights sector-specific views, favoring large banks and life insurance. Tawakley critiques the valuation of EMS sector based on PLI scheme and urges caution with new-age tech firms. He is optimistic about domestic growth, favoring sectors like financials, industrials, and automobiles for 2026.
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