How does one navigate investing in expensive, sentiment-driven markets effectively?
Recently, I had the opportunity to explore this question at a meeting led by Sankaran Naren of ICICI Prudential AMC Ltd. In markets where valuations are inflated by investor sentiment, he highlighted two key strategies for investors: 1. Strategic Asset Allocation: In such pricey equity markets, diversifying into other asset classes like commodities and debt can provide more […]