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As earnings momentum stabilizes and valuation foam normalizes, the risk-reward equation in the broader markets becomes more constructive. WhiteOak Capital’s Trupti Agrawal believes the recent correction has created wider opportunities for small and mid-cap stocks, where improving fundamentals, relative earnings resilience and market inefficiencies are starting to offer selective alpha potential. Edited excerpts from a […]
At a time when Indian equities continue to trade at a premium and global markets offer selective opportunities, asset allocation has become a crucial decision for long-term investors.Sachin Sawrikar, Managing Partner at Artha Bharat Investment Managers, believes a balanced approach is crucial. He suggests that portfolios be anchored with 50-60% exposure to Indian assets, supplemented […]
