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Listen "Cyclicals vs Quality – 77% 4YCAGR vs 30% 4YCAGR with a 2X4Y Approach to Mid-Cap Stock Picking"
Episode Synopsis
In today's episode of Wealth Waves Daily, we're diving into the latest insights from Sage One Investment Managers' October 2024 memo. We'll explore the surprising performance of cyclical stocks, the potential for growth in mid and small-cap companies, and why earnings growth is becoming the key driver of future returns in the Indian market. We'll also unpack Sage One's impressive portfolio performance and discuss their strategy for identifying high-growth companies from their most recent memo.
Whether you're a seasoned investor or just starting to explore the Indian market, this episode will provide valuable insights to help you navigate the current investment landscape. Tune in to catch the latest wave in India's dynamic stock market!
Whether you're a seasoned investor or just starting to explore the Indian market, this episode will provide valuable insights to help you navigate the current investment landscape. Tune in to catch the latest wave in India's dynamic stock market!
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