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 approach, combining asset diversification and factor investing, aimed to protect downside risk while delivering consistent outcomes across market cycles.
Stock picking key as auto, banks face near-term headwinds: Sandip Sabharwal
Market expert Sandip Sabharwal maintains a constructive long-term outlook but stresses selectivity due to near-term risks like rising input costs and competition. He favors midcaps