The markets are tumbling amid the escalation of Trump’s trade wars:
Nifty50, BSE MidCap
and BSE SmallCap are down 15% to 25%* from their
respective 52-week highs
Nifty50 posted negative
returns for 5 consecutive
months (Oct’24–Feb’25)
for the first time since 2000
62%* of the stocks from the
BSE500 universe have
declined >30% from their
respective 52-week highs
Short-term pain, long-term gain
Transitory pain points
Domestic economic growth slowdown
Weak earnings growth (5% in FY25E)
Foreign investors on a selling spree ($25 billion sold in
the last six months)
Trump’s tariff wars triggering global uncertainty
Long-term gain
India to become the third-largest economy in the
world by 2029
Earnings expected to rebound (15% in FY26)
Domestic investors remain supportive
Trade deals
Special Opportunities Portfolio
The portfolio identifies and invests predominantly in businesses that present special opportunities
and capitalise on
conditions that affect investment returns or future value of businesses. To take advantage of the
current downturn, we have launched the Special Opportunities
Portfolio.
Our focus would be on finding these opportunities:
Capitalising on undue pessimism
Price-value mismatch
Short-term uncertainties
Unpopular or contrarian plays
Uncertainty due to corporate events
Structural changes in the industry
Cyclical downturn in the sector
Leveraging unappreciated growth potential
Industry-beating earnings growth
Latent earnings growth
Nascent industry
Subscription Opportunity
Don't miss out on this exclusive investment opportunity! Our portfolio is open for
subscription for a limited time and will soon close. Here are the key details:
Subscription Period: April to July 2025 or
Asset Target: Once we raise assets worth INR 1,000
Crores, subscriptions may close or
Portfolio Manager's Discretion: The subscription
may close if valuations rise or if the market scenario isn't favourable for incremental
returns
Exit Pathways
We can return the money upon meeting either of the following conditions:
Investment Duration: Within 4-5 years or
Investment Growth: If the investment value doubles
or
Portfolio Manager's Discretion: Either if
valuations rise or opportunities diminish
