When you start to look past the US today, there’s a good argument that the most interesting market is India. Now the question will be the extent of the opportunity and the durability. If supportive policies continue and if corporates can grow their investments, this could be a fundamentally game-changing cycle
ETMarkets PMS Talk: Karan Aggarwal on India’s 10-year wealth themes – Banks, infra & financial inclusion to lead
From the tactical success of the Elever FactorShields Fund, which delivered 20% returns in FY25, to sharp views on the US-led macro shifts and sector