Market Views - July 2026
In the July 2026 edition of Market Views, Hiren Ved, Director & CIO, Alchemy Capital Management, explores India's next structural opportunity — aerospace manufacturing. As global aircraft demand surges and supply chains diversify, India is emerging as one of the key manufacturing partners. He discusses the opportunity ahead and the segments that may benefit from this multi-year growth trend. #alchemycapital #hirenved #marketviews

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India's Next Growth Engine Isn't What You Think: Morgan Stanley Reveals The Real Growth Driver

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Expect Double-Digit Earnings Growth In Q1: Neelkanth Mishra, Exec Director-Designate, World Bank

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Inside Investment Banking: Strategy, Cross-Border Deals, and Growth | Tracxn for IB

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6 Tips on Being a Successful Entrepreneur | John Mullins | TED

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Gurmeet Chaddha Shares Top Investment Ideas | Discusses BFSI & Defence Stocks

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AAA Investor Connect | Valuations Decoded: Expensive Market or Hidden Opportunity?

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Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AI

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Has The Worst Ended For Indian IT? Why Invesco MF CIO Is Buying IT Stocks Despite Weak Sentiment

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AI Is Being Built to Replace You—Not Help You | Trumponomics

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$200 Oil No Longer A Far-Fetched Idea? | Insight with Haslinda Amin 03/19/2026

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Hiren Ved on The BroadView with Nikunj Dalmia: Investing Through Market Cycles

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Why is the cryptocurrency market slumping? | Counting the Cost

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Market Views - May 2026

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Mike Wilson Sees Semiconductor Stocks Correcting

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Market Masters | Rajeev Thakkar Exclusive: Best Bets, Flexi Cap Strategy & Market Outlook

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Abakkus MF Head Of Research Explains Why The Fund House Is Backing Mid & Smallcap Stocks

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Gut Health, Detox Myths, Liver Disease| Beyond The Diagnosis Ep-3 | Dr Philip Abraham | Faye D'Souza

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Samsung's Record Profit Fails to Impress | The Asia Trade 7/7/2026

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Gold ETFs: How do they compare to physical gold? | Money Talks

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