Arindam Mandal of Marcellus suggests Nasdaq could see higher EPS growth than Nifty50 in 2025, emphasizing quality stocks outside Big Tech. He advises Indian investors to diversify with 15-30% in international markets, focusing on themes like Technological Disruption, Industrial Revival, and Aging Demographics.
Batting through bear mkt : 6 lessons from India’s Champions Trophy win
The stock market’s five-month decline tests investors’ resilience. Lessons from India’s Champions Trophy win highlight the importance of large-cap stability, all-round stocks, reassessing portfolios, and