The chaos was soon compounded by fresh geopolitical tensions in the Middle East. The conflict involving Israel, US and Iran threatened to disrupt the global economic order.
So what’s after the chaos? The Economic Times is bringing together fund managers, market veterans and macro experts at the ET Alpha Wealth Summit on June 4 in Mumbai to decode the market’s next phase and highlight the opportunities worth tracking now.
The summit will also decode how markets will operate in the age of AI and how technology could upend the existing economic and job landscape. The session, Amritkaal or AI-kaal? India’s Next Decade will examine the challenges facing the Indian market, especially the IT sector, long a key pillar of the economy. While AI opens new opportunities, it also raises tough questions about the future of jobs.
Market veterans Vikas Khemani and Saurabh Mukherjea will explore whether the coming decade can truly become an Amritkaal for India Inc.
Indian investors, meanwhile, are increasingly recognising the need for diversification. Portfolios built on the India growth story are looking beyond domestic borders, aiming to capture the best of both worlds. But is going global the right move now?
The session Global or Local? The New Allocation Reality by Rahul Jain and Lakshmi Iyer will break down how much of one’s wealth should stay in India vs overseas amid currency swings and global structural shifts.Another question that continues to challenge investors is the valuation dilemma. Despite bouts of turbulence recently, valuations remain at record highs, often raising red flags. With no “cheap” stocks in sight, where should investors place their bets for the next leg of growth?
In the session, There Are No Cheap Stocks Left. Now What? Mukherjea confronts the uncomfortable reality that low-valuation opportunities have all but disappeared. The market veteran will also examine whether the idea of “quality at any price” still holds in a potentially lower-return world.
The ET Alpha Wealth Summit promises to be a masterclass in unpacking what they mean for investors. Registrations are now open. Click here to join