With India’s GDP hitting $4 trillion and markets near all-time highs, every investor is grappling with the some critical questions.
In the latest episode of Decipher with Dezerv, industry veterans, Pankaj Tibrewal (CIO, Ikigai Asset Manager and Ex- Kotak Mutual Fund) and Vaibhav Porwal (Head of investments, Dezerv), answer these questions for you.
In this environment, the episode panelists discuss:
1. How India is positioned in terms of macro economic conditions
2. Key opportunities in the equity space
3. What smart investors should be doing now
Highlight
- India now a $4T economy — Experts discuss the significance of India reaching this milestone and what it implies for equity markets.
- Macro & earnings outlook — They outline prospects for Q1 FY26 earnings, how FII flows are responding, and what this signals for market recovery.
- Balanced asset allocation advice — Vaibhav recommends tilting portfolios towards large-cap quality stocks, high-yield bonds, and gold as buffers against volatility
Pankaj Tibrewal (CIO, Ikigai Asset Manager and Ex- Kotak Mutual Fund) and Vaibhav Porwal (Head of investments, Dezerv)
