Pritam Deuskar

  The Wealthyvia Newsletter On altitude and instruments: valuation in a momentum age, the true moats of the intelligence race, and the decade of metal now dawning between Europe and India.   Markets after the storm: expensive, exuberant, and quietly changing regime Thirty years at this desk — through Harshad Mehta's Bombay, the Asian crisis, the dot-com fever, Lehman, the taper tantrum, the pandemic, and now the intelligence boom — have taught me one discipline above all: separate the weather from the climate . The weather this quarter is a relief rally. The ceasefire in West Asia has held; the Strait has reopened to convoyed traffic; crude has retreated from its panic highs; and equities have staged the kind of V-shaped recovery that persuades the impatient that risk itself was an illusion. The climate, however, is something else entirely — and it is the climate that compounds. Consider the instrument panel. The world's largest equity market trades near 20x ...

WEALTHYVIA VENTURES LLP CIO Desk · Pritam Deuskar · Global Investment Intelligence Iran Conflict · US Bond Crisis · Japan’s Yield Trap · India’s Structural Ascendancy · War-Proof Capital The mere whisper of de-escalation — the faintest suggestion that the theatre of war may be drawing its curtain — and we witnessed something rather instructive: a market that exhaled. As per Mr. Pritam Deuskar , CIO, Wealthyvia Ventures LLP, after every brutal correction, structurally-sound sectors lead the recovery — invariably the first to reclaim all-time highs. The stocks that fell least during the pain almost always rise the most, most durably, during the reversal. India is at an extraordinary juncture. The sectors being born in this decade — energy, power electronics, defence and spacetech, capital markets architecture, advanced manufacturing — are not cyclical trades. They are generational allocations. The traditional investor mentality anchored in legacy IT, old-economy banks, and commoditised ...