02/04/2026
Great meeting with Mr.Peter Vincent(Head, Investment Solutions, India, Middle East & Africa) & Mr. Arihant Jain(Portfolio Manager, Franklin Templeton) —an engaging exchange of ideas across global and Indian markets.
We discussed the evolving landscape of Indian equities, the implications of the Middle East situation on global capital flows, and the growing relevance of factor investing in portfolio construction. Also touched upon the rising potential of SIF (Specialised Investment Funds) in India as a differentiated avenue for investors.
Conversations like these reinforce one thing—markets reward clarity, discipline, and a global perspective.
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