We are focusing more on the bottom-up strategy rather than the top-down strategy. So, wherever we see earnings surprises, wherever we see non-linearity, either in terms of earnings growth or possible multiple expansion, that is where we are basically moving towards.
Dollar weakness a ‘self-goal’ amid tariff miscalculation: Anurag Singh
Ansid Capital’s Anurag Singh discusses the impact of low energy costs, particularly cheaper oil, on businesses, inflation, and emerging markets like India. He praises a
June 24, 2025