Ametra PMS’s Co-founder and CIO, Karan Aggarwal, details how a tactical allocation strategy, heavily weighted towards debt and gold, cushioned portfolios during FY26’s volatility. This approach, combining asset diversification and factor investing, aimed to protect downside risk while delivering consistent outcomes across market cycles.
AI may hurt IT today, but it could create the sector’s next growth engine: Baroda BNP Paribas MF
AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also