Gupta: Large-Cap Equities as New Debt, Private Markets as Equity

Radhika Gupta, from Edelweiss, shared an interesting idea about how people think about investing now.

She pointed out that investors seem to see big, stable companies (large-cap equities) as safe investments, similar to how they once viewed debt.

At the same time, investments in newer, less established companies (private markets) are viewed as the place for growth.

This change is driven by stock market performance and younger investors who are more open to taking risks.