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ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj Jain

Anuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights disciplined processes and patience in special situations, differentiating turnarounds from value traps. Jain sees India's manufacturing and industrial expansion as a decade-defining investment theme.

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Economic TimesLean R·2h ago
ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj Jain
Anuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights disciplined processes and patience in special situations, differentiating turnarounds from value traps. Jain sees India's manufacturing and industrial expansion as a decade-defining investment theme.
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ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj Jain

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