In this insightful conversation, Kalwani outlines how NRIs can reposition their portfolios with a focus on long-short equity strategies, precious metals like gold and silver, and India’s growing appeal as a manufacturing and investment hub.
Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector