Geopolitical··Severity 6
360 ONE's Mayur Patel bets on smallcaps, says midcaps look somewhat expensive
360 ONE Asset's Mayur Patel believes smallcaps currently offer better risk-reward than expensive midcaps. The fund has increased smallcap exposure while selectively trimming largecaps, remaining bullish on manufacturing, renewables, defence and AI-linked infrastructure through a disciplined bottom-up investment strategy.
Scenario chain
Probabilities below are model estimates based on the event chain, horizon, and indicators. They are not outcome guarantees, investment advice, or emergency instructions.
A
38%Эскалация
Forecast derived from cascade analysis. Watch confirmation indicators below.
Primary source: Economic Times
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