Time for Investors to Move Some Holdings Into India Mid-Caps, Says HDFC’s CEO

The video discusses the performance of the Nifty and midcap markets over the past 18 months, highlighting a 10% return for Nifty and a significant correction in midcaps. It suggests that the current market conditions are favorable for investing in midcaps, but advises a cautious, staggered approach. The video also analyzes the valuation metrics of Nifty and midcaps, noting a sharp correction in midcap price-earnings multiples, and emphasizes the importance of focusing on quality midcaps for potential investment opportunities.

What factors should investors consider when allocating to mid caps?

What does the speaker suggest about the quality of mid caps in the current market?