Bob Farrell’s investing rules remain relevant today. Markets revert to the mean and excesses lead to opposite extremes. There are no new eras, and sharp rises lead to sharp corrections. The crowd often gets it wrong at extremes, driven by fear and greed. Strong markets are broad-based, and bear markets have phases.
Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concerns
Veteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption concerns. While Naren called the sector