As India’s equity markets mature, so must your strategy. The latest episode of ‘Dalal Street to Wall Street’ explores how seasoned fund managers like Trideep Bhattacharya, President and CIO of Edelweiss Mutual Fund, are rethinking portfolio construction in a changing landscape.
Trideep explores the critical role of earnings focus over brand appeal of fund houses, the broadening and changing sectoral composition, and how technology like AI is accelerating investment decisions. He also unpacks the growing influence of retail investors on market behavior, the risks posed by geopolitical tensions and global trade dynamics. This episode is a must-watch for investors aiming to stay ahead in India’s and the world’s rapidly changing financial landscape.
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