Beyond the crowd: finding opportunity in an uneven market
The current combination of sectoral divergence, AI-led capital concentration, foreign outflows, geopolitical uncertainty, and volatile expectations may be producing more situations worth investigating. Whether they become successful investments will depend on fundamentals, eventually closing the gap between perception and reality, a process that can be uneven and may require a genuinely long investment horizon.
Sirshendu Basu is head of product management and strategy at Bandhan AMC Ltd
