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Markets Correlate with Economic Performance, not Political Dispensation

Ashish Somaiyaa, CEO, WhiteOak Capital AMC, on the impact of elections on the market and more

Midcaps may lag largecaps, beware of buzzword themes: Aashish Somaiyaa of WhiteOak AMC

It has become fashionable to say elections and the upcoming Budget are priced in, says the CEO of WhiteOak Capital AMC. There is substantial upside potential in the coming months, which shouldn t be overlooked or underestimated, he says.

midcap funds: If you can digest volatility, a midcap fund can give better returns over the next five years: Prashant Khemka

Prashant Khemka of White Oak Capital Management discusses alpha opportunities in midcaps and smallcaps across various sectors. He emphasizes the importance of balanced sector composition, market corrections, and the potential for higher returns from midcap funds. He says: "In our portfolio, we have consumer staples, technology, discretionary, materials names, banking and financial, real estate, and healthcare stocks across the board."

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