Markets are being pulled both ways, global pressures tightening liquidity and inflation, while past reforms continue to support growth. Mr. Vaibhav Dusad - Senior Fund Manager at ICICI Prudential AMC, talks about the market, large caps, alpha, and more in the second episode of our Fund Manager Series, hosted by Shivank Joshi. He says that as sector cycles diverge across pharma, banking, oil, and tech, the real edge lies in navigating this shift with clarity. Within this, large caps demand a different playbook; alpha or the extra return over the market, comes from timing entries, building positions patiently, and being selective on quality, balance sheets, and sector allocation. Because in a complex macro, it’s not just what you buy, but how you play it.
Don’t miss this important episode and explore the Fund Manager podcast series for more investment insights.
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