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.
Markets do not ring a bell before they recover. They look broken, headlines look frightening, oil looks unstoppable, and sentiment feels hopeless. That is exactly why turning points are so powerful. The reaction to the Iran war has been sharp, but the damage priced into Indian equities now appears far greater than the damage visible in India’s underlying macroeconomy. This is not the beginning of a structural breakdown. It is a fear-driven dislocation in a market that had already gone through a prolonged correction and is now being offered another chance to re-rate.