Ravi Dharamshi, CIO of ValueQuest Investment Advisors, highlights the energy transition theme as a significant investment opportunity. He emphasizes the potential in solar energy and power transmission sectors. Despite the current popularity, Dharamshi believes these trends have long-term growth prospects and advises investors to diversify across multiple themes for balanced portfolios.
7 investing lessons from Jim Leitner for building the right market mindset
Leitner believes investors should remain open to new ideas and recognise that markets can challenge even experienced participants.