WhiteOak Capital’s Trupti Agrawal says stabilising earnings and normalised valuations have improved risk-reward in broader markets. Small and mid caps, after sharp corrections, offer selective alpha as fundamentals hold up. Private financials, consumer discretionary and healthcare remain promising from a bottom-up perspective.
George Goodman’s investing wisdom: Why sometimes the best move is to do nothing
George Goodman’s classic book highlights investor psychology over pure logic. He stressed knowing oneself and avoiding crowd mentality for better decisions. Patience and thoughtful inaction
July 11, 2026