Siddhartha Bhaiya’s global playbook: Top sectors in US, China and Europe
Fund manager Siddhartha Bhaiya, who recently passed away following a cardiac arrest, had turned cautious on Indian equities in his final views, while spotting selective opportunities across global markets. He remained optimistic on non-tech themes in the U.S., consumption-led plays in China, and defensive sectors in Europe, which he believed offered better risk-adjusted opportunities. “As … Read more
