Siddhartha Bhaiya’s global playbook: Top sectors in US, China and Europe

Veteran fund manager Siddhartha Bhaiya, who passed away after a cardiac arrest, was known for his contrarian investing style and multibagger small-cap bets. Citing rich valuations and market euphoria, he sharply reduced equity exposure and shifted heavily into gold ETFs. His disciplined, bottom-up approach delivered exceptional long-term returns and made his PMS the top performer in 2025.

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