ETMarkets PMS Talk: Karan Aggarwal on India’s 10-year wealth themes – Banks, infra & financial inclusion to lead

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From the tactical success of the Elever FactorShields Fund, which delivered 20% returns in FY25, to sharp views on the US-led macro shifts and sector rotation strategies, Aggarwal outlines how investors can align portfolios for stability and long-term alpha. Edited Excerpts –

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