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 rotation strategies, Aggarwal outlines how investors can align portfolios for stability and long-term alpha. Edited Excerpts –
Energy, telecom continue to draw foreign flows in Nov
Foreign investors injected significant capital into India’s energy and telecom sectors in the latter half of November, continuing a trend from earlier in the month