Why I’m Looking Beyond the Nifty

This episode explores the current choppy phase of the Indian stock market, what past bull and bear cycles can teach investors, and how to approach passive vs active investing today. It covers SIPs, Nifty valuations, asset allocation, mutual fund selection, sector rotation, and how to identify high-growth businesses across themes like manufacturing, CDMO, EMS, data centres, power and healthcare. The episode also explains the TVGP framework — Theme, Growth, Promoter and Valuation — and how active investors can find opportunities beyond the index.

If you want to understand how to navigate a stagnant market and identify the next pockets of growth, this episode is worth your time. podcast SOIC market breadth Mai…