291: Portfolio allocation in a dynamic market cycle | Aashish Somaiyaa on Navigate with HSBC Podcast Por arte de portada

291: Portfolio allocation in a dynamic market cycle | Aashish Somaiyaa on Navigate with HSBC

291: Portfolio allocation in a dynamic market cycle | Aashish Somaiyaa on Navigate with HSBC

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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.
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