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The Economic Times
The Economic Times
Nikhil Agarwal

Chasing US tech stocks? Aashish Somaiyaa says India and emerging markets look more attractive now

United States India Emerging Markets Nifty

Dalal Street's top stock picker Aashish Somaiyaa, CEO of White Oak Capital, suggests the current market favors selective "bottom-up" stock picking over broad sectoral bets. While cautious of US markets hitting a "crescendo" after a 15-year run, he views India’s recent two-year flatline as a strategic entry point. For global seekers, he finds emerging markets and non-tech sectors more attractive than overextended US tech.

Edited excerpts from a chat on the sidelines of ZFunds Founders Summit:

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