FANGMAN includes seven of the biggest tech companies or tech mega-caps of the world — Meta (Facebook), Amazon, Netflix, Alphabet (Google), Microsoft, Apple and Nvidia.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary