In the latest episode of Decipher with Dezerv, India’s leading fund managers S Naren (CIO, @ICICIPrudentialAMC ) and Vaibhav Porwal (Co-founder, @Dezerv ) answer investors most pressing question – Where and how to invest in the current market environment?
Nifty just hit 25,000 and the markets are up 15% since March 2025 – even as global tensions rise and tariff uncertainty persists.
In this environment, the episode panelists discuss –
1. The factors that are driving the Indian markers up.
2. The macroeconomic aspects that investors need to closely track.
3. An in-depth analysis of opportunities in equity, fixed income and gold.
4. How investors should approach global investing, IPOs and alternative investments.
Highlight
Tactical equity picks as markets rebound – With global and Indian markets showing signs of recovery, Vaibhav and Naren highlight key sectors like quality large-caps, consumption plays, and energy stocks offering attractive entry points
MID & small-cap caution – Experts advise reducing exposure to richly valued mid- and small-cap segments, emphasizing selective investments backed by fundamentals
Diversify with fixed income & gold – They stress balancing equity portfolios with high-yield bonds and a modest gold allocation to hedge against volatility and currency risk
S Naren (CIO, @ICICIPrudentialAMC ) and Vaibhav Porwal (Co-founder, @Dezerv )
