Focus on structural trends, ignore market noise: Hiren Ved
Markets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a global capital expenditure supercycle and India's hidden AI opportunity. Earnings fears may be overstated as businesses ada…
The News Flicker
Markets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a global capital expenditure supercycle and India's hidden AI opportunity. Earnings fears may be overstated as businesses ada…
Financial markets have always reacted swiftly to news, but seasoned investors often caution against confusing short-term narratives with long-term realities. As geopolitical tensions, policy shifts, …
Originally published by The Times of India. Read the full article →
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