India’s biggest risk is not the macro, it’s investor expectations: Kalpen Parekh, MD & CEO, DSP Mutual Fund
The Economic Times·2026-02-16 01:00
He also delves into DSP Mutual Fund’s counter-cyclical investment philosophy, explaining why discipline, valuation awareness, and patience matter more than prediction. The discussion spans India’s improving macro balance sheet, global investing opportunities, the role of multiasset strategies, and why some popular market narratives, particularly around gold and silver, deserve closer scrutiny. Edited excerpts:What are your views on the India–US trade deal, and how will it impact India’s macro outlook and ma ...