Aniruddha Sarkar’s view on IT , FMCG and consumption.

Aniruddha Sarkar’s view on IT , FMCG and consumption.

Mr. Aniruddha Sarkar’s views on the IT sector, the recent IT downturn (“IT meltdown”), and how his positioning helped protect investor portfolios by being underweight...

Ideal Portfolio Sizes For 2026, Investment Expert Lays Out Portfolio Theory

Ideal Portfolio Sizes For 2026, Investment Expert Lays Out Portfolio Theory

How to do sector selection, ideal number of stocks and what to bet on in 2026, mental models for investing and investment strategies shared by...