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.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets