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 for better growth potential, remains underweight IT amid transition, and is bullish on financials, while selectively approaching small caps and emerging AI-linked investment themes.
Contrarian investing: Fred Kelly’s timeless lessons for winning in the stock market
Fred C. Kelly’s timeless investing philosophy highlights how independent thinking, emotional discipline and understanding crowd psychology can help investors avoid common behavioural traps and make