Investors weigh gold, global equities and small-caps in Samvat 2083
In short
Investors are looking at gold, global stocks and small-cap shares as markets change in Samvat 2083. Fund managers Sandeep Tandon, Aashish Somaiyaa and Ashish Shanker discussed SIFs, multi-asset funds, REITs and InvITs.
The topic matters because it affects how people may spread their money across different types of investments.
What the reporting says
Investors are reviewing portfolios as gold, global equities and small-caps compete for attention in the changing market landscape. Quant Mutual Fund’s Sandeep Tandon, WhiteOak Capital’s Aashish Somaiyaa and Motilal Oswal’s Ashish Shanker discussed the potential of SIFs, multi-asset funds, REITs and InvITs. The discussion focused on portfolio positioning for the new market cycle.
Why it matters
The discussion brought together Sandeep Tandon of Quant Mutual Fund, Aashish Somaiyaa of WhiteOak Capital and Ashish Shanker of Motilal Oswal to talk about portfolio choices in Samvat 2083. Gold, global equities and small-caps were highlighted, along with SIFs, multi-asset funds, REITs and InvITs. The brief is about how investors may position assets across different market themes.