Hiren Ved, Director & CIO of Alchemy Capital, highlights the ongoing significance of India’s manufacturing story, and how the recent Budget supports middle-class consumption. He emphasizes the balanced approach between capex, consumption, pharma, and tech sectors. The Budget’s focus on discretionary consumption, especially in autos, retail, real estate, and tourism, is likely to drive positive market reactions.
ETMarkets PMS Talk | 70% in debt & gold helped cut downside risk in FY26: Ametra PMS CIO explains strategy
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
April 28, 2026