market opportuity

Value Beyond Borders: Tactical International Investment Opportunity for 2025

As Indian markets declined, we’ve consistently recommended stocks to strategically average as well as new ones to add to your portfolio. Simultaneously, we’ve looked beyond domestic opportunities to identify global options as well. While our international exposure typically centres on the US market, current conditions have prompted us to suggest a three-pronged strategy to make […]

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How to (and not to) play the small cap opportunity

SEBI’s new circular dictating a minimum mid-cap and small-cap stock allocation has left investors in multicap funds scratching their heads. But there’s another set of investors who are thrilled with this move. These are the folks who are already invested in smallcap stocks in their direct equity portfolios or owning smallcap equity funds.

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