291: Portfolio allocation in a dynamic market cycle | Aashish Somaiyaa on Navigate with HSBC
Update: 2025-05-20
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When markets turn volatile and earnings growth slows, how should investors recalibrate? In this episode of Navigate with HSBC, Aashish Somaiyaa, ED & CEO of WhiteOak Asset Management, shares practical strategies for portfolio rotation, market cycles, and why India remains a bright spot amid global uncertainty. In conversation with Nigel D'Souza, Editor, CNBC-TV18, they unpack market dynamics, earnings outlook, and where the smart money is headed in FY26.
Don't miss this deep dive into asset allocation and emerging opportunities.
Don't miss this deep dive into asset allocation and emerging opportunities.
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