Trivantage Capital’s portfolio showed impressive gains. Nikhil Johri credits the returns to policy and sectoral factors. RBI’s accommodative stance and stable asset quality helped. The fund focuses on governance and due diligence. It targets opportunities in asset management and affordable housing. Johri sees a rebound in small and mid-cap financials. He believes India’s financial sector offers long-term value.
Asian stocks advance as Fed’s rate cut lifts mood
Asian markets followed Wall Street higher after the US Federal Reserve lowered interest rates. Fed Chair Jerome Powell indicated confidence in the US economy’s future.
December 11, 2025