ETMarkets PMS Talk: Karan Aggarwal on India’s 10-year wealth themes – Banks, infra & financial inclusion to lead

May 6, 2025

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 –

More To Explore

IT stocks face fresh AI worries; is more correction ahead?

Indian IT stocks are experiencing a significant correction, driven by fears of AI automation impacting outsourcing demand, amplified by Nvidia’s AI chip announcements. Analysts, however,

March 18, 2026

ETMarkets PMS Talk | Hidden gems lie in unloved sectors; contra opportunities emerging in pharma, auto ancillaries, select IT: ArunaGiri

Seasoned investors are finding attractive opportunities in overlooked sectors like pharma, auto ancillaries, and select IT, where temporary headwinds have created valuation gaps. TrustLine Holdings’

March 18, 2026

Advertiser Disclosure

Great-investor.com helps users across the globe to find out The latest news, Guides, and Info about finance and investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data.

Disclaimer

It is our organization’s primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While great-investor.com has some data verified by industry participants, it can vary from time to time. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by great-investor.com, nor shall it bias our reviews, analysis, and opinions. Please see our General Disclaimers for more information.

The information on this website does not constitute investment advice or a recommendation or a solicitation to engage in any investment activity. This website and its content are not intended for residents of the UAE, US, Canada, Australia, UK, Russia, North Korea, China, Japan, Hong Kong, Singapore and Iran.

Top10 International FZ LLE | 17th Floor, Creative Tower | 4422 | Fujairah | TRN: 100608946800003