The Golden Thumb Rule

    The Golden Thumbrule: From Hated to Hot - Aniruddha Sarkar on spotting sector turnarounds before the crowd

    The Golden Thumbrule: From Hated to Hot - Aniruddha Sarkar on spotting sector turnarounds before the crowd

    Aniruddha Sarkar shares his thumb rule for wealth creation in Indian equities. He emphasizes identifying sectoral themes early. Sarkar highlights capital allocation, consumer behavior, and technological shifts. Government policy also plays a key role. He differentiates between cyclical and secular trends. Sarkar recalls identifying opportunities in PSU, defence, and power sectors.

    The Economic Times
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