Webinar Video
Webinar Video
From Volatility to Opportunity: Turning Market Noise into Returns
From Volatility to Opportunity: Turning Market Noise into Returns
From Volatility to Opportunity: Turning Market Noise into Returns
January 17, 2026
January 17, 2026
January 17, 2026
1 hr 28 min 45 sec
1 hr 28 min 45 sec
1 hr 28 min 45 sec
Ckredence Wealth's webinar features Fund Manager Kartik Mehta analyzing 2025 market underperformance: Nifty ~5% dollar returns vs. emerging markets 31%, due to muted earnings, $19B FII selling, rupee weakness.
Despite volatility from tariffs/geopolitics, Ckredence funds outperformed: ICE Growth +4.3% (vs. small-cap -9.6%), All Weather ~22% from Apr 2025 lows.
Global tailwinds include dollar drop boosting commodities (silver deficits, China supply cuts); US AI capex hits $1T, risking debt but fueling demand.
Indian breadth narrows (30% BSE 500 stocks negative); outlook favors consumption revival (7-8% per capita CAGR) and selective cyclicals post-tariff clarity.
Ckredence Wealth's webinar features Fund Manager Kartik Mehta analyzing 2025 market underperformance: Nifty ~5% dollar returns vs. emerging markets 31%, due to muted earnings, $19B FII selling, rupee weakness.
Despite volatility from tariffs/geopolitics, Ckredence funds outperformed: ICE Growth +4.3% (vs. small-cap -9.6%), All Weather ~22% from Apr 2025 lows.
Global tailwinds include dollar drop boosting commodities (silver deficits, China supply cuts); US AI capex hits $1T, risking debt but fueling demand.
Indian breadth narrows (30% BSE 500 stocks negative); outlook favors consumption revival (7-8% per capita CAGR) and selective cyclicals post-tariff clarity.