Periods of uncertainty often present the best opportunities to generate alpha — or market-beating returns — said Deepak Shenoy, CEO of Capitalmind.

Speaking at the Moneycontrol Mutual Fund Summit, Shenoy observed that investors can create meaningful long-term wealth by taking calculated bets when clarity is limited. “Money is made through alpha when things are not clear. You have to make long-term bets, not wait for perfect visibility,” he said.

He pointed out that even six months ago, when earnings momentum was weak, early signs of recovery were visible in segments such as consumer durables and defence, which are now showing upward potential.

According to Shenoy, the next phase of market leadership will come from emerging sectors and new themes, rather than the traditional outperformer

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