Tag: India equity market risks
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“S Naren on India’s Equity Frenzy: When Markets Replace Banks in Capital Allocation”
S Naren of ICICI-Prudential AMC warns India’s investors are now the main capital allocators—echoing risky cycles from the ’90s and 2007–10. Have you ever felt swept away by a rising market—celebrating gains—but stayed awake at night thinking, “What if this joy ride ends abruptly?” That unease is exactly what S Naren, CIO of ICICI-Prudential AMC,…