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 […]
As India heads into Budget 2026 amid global volatility and shifting capital flows, Aashish Somaiyaa, CEO of WhiteOak Capital Management, believes the focus must go beyond key reforms to addressing structural frictions in the market.Speaking to Kshitij Anand on the sidelines of the ETMarkets Budget Roundtable in Mumbai, Somaiyaa said the current framework of securities […]