In volatile markets driven by liquidity, geopolitics and AI disruption, earnings quality is becoming more critical than brokerage recommendations. The article highlights structural biases in analyst calls and outlines key red flags investors should track, emphasising independent analysis and cash-backed earnings over headline profit numbers.
Largecap funds no longer the best bet? Edelweiss CIO Trideep Bhattacharya explains why flexicaps may win now
Edelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours flexicap and midcap funds