Hiren Ved, Director & CIO of Alchemy Capital, highlights the ongoing significance of India’s manufacturing story, and how the recent Budget supports middle-class consumption. He emphasizes the balanced approach between capex, consumption, pharma, and tech sectors. The Budget’s focus on discretionary consumption, especially in autos, retail, real estate, and tourism, is likely to drive positive market reactions.
Sundaram Alternates floats hybrid fund, to raise Rs 1,500 crore
Sundaram Alternates is launching a hybrid private credit and equity fund targeting ₹1,500 crore, aiming for 18-20% returns. The fund will allocate 51-60% to listed
March 10, 2026