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ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj Jain
Anuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights disciplined processes and patience in special situations, differentiating turnarounds from value traps. Jain sees India's manufacturing and industrial expansion as a decade-defining investment theme.
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economictimes.indiatimes.com
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ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj Jain
Anuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights disciplined processes and patience in special…
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ET Alpha Wealth Summit | Is alpha dead in Indian markets? Devina Mehra says no, but the game has changed
Stock-picking is not over, but the way to achieve better returns is changing. Most investors are missing the real story. Devina Mehra of First Global highlighted that a narrow…