Media & Awards
Key highlights from the interview:
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As per our
forecast, the capitulation of 10-15% in stock market value in Q12024
has materialized.
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We see sizable
government stimulus likely to occur in the next 3 years, and not 3
months.
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Pursuance of a
lower net exposures and a market neutral strategy shifts the
limelight towards alpha.
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Similarities in
China to Japan’s lost decade creates unseen opportunities for
rebound.
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The dispersion seen
in Chinese stocks is not replicated in other Global Markets and
potentiates China as the ideal place for alpha investing.