Indian markets look like they are set for a positive run. Bull markets start from a position of uncertainty. Recently oil prices have been volatile, the West Asian conflict has disrupted sentiment, global bond yields have risen sharply, and investors remain nervous. Also, we had the growth slowdown that was marked by fiscal consolidation in 2024.
Bull markets rarely begin when the world looks perfect. In fact, they usually begin when the news still looks terrible, investors are nervous, and the most common question in the room is: “What if things get worse?” That is exactly what the old market phrase means when it says bull markets climb a wall of worry.
Ankit Patel, Co-founder & Partner at Arunasset Investment Services, shares his perspective in a recent The Hindu Business Line article on why gold has outperformed in the recent cycle, but equities continue to hold a clear long-term edge.
Periods of geopolitical tension or crisis, while unsettling at first glance, have historically presented some of the most compelling opportunities for long-term investors. What begins as turmoil often serves as the foundation for meaningful gains, with major market corrections during such times proving to be powerful inflection points for future returns.
Arun Patel, Founder & Partner at Arunasset Investment Services, has authored an article in SME Futures (Vantage View), where he explains how smart asset allocation—combined with long-term discipline and proper financial planning—helps investors navigate market cycles and improve the probability of achieving consistent, double-digit returns over time.