Regarding the enhanced performance, we haven’t made very significant changes. We have followed the standard template: buy head-winded or value businesses, and then over a period of time wait for tailwinds to reappear. We supplement this by maintaining a strict valuation discipline; ensuring we reduce exposure or exit the position when valuation multiples more than adequately reflect that the turnaround or value discovery of that business is close to complete.
ETMarkets Smart Talk: Fixed income attractive with rate cuts ahead; 20–40% allocation advisable for risk hedge, says Tanvi Kanchan
Amidst market volatility, Anand Rathi’s Tanvi Kanchan suggests a 20%-40% fixed income allocation for portfolio stability. She anticipates a stock-specific market in FY26, driven by
July 15, 2025