New Delhi, March 3 -- 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 2026. He explains why large caps remain his preferred bet and why patience could be the most rewarding strategy in the current environment.

The much-awaited India-US trade came as a major relief for investors, uplifting sentiments temporarily. But this alone isn't enough to trigger a sustained market rally. The broad...