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

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

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

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

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

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

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

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

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

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

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

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

Why is the cryptocurrency market slumping? | Counting the Cost
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Why is the cryptocurrency market slumping? | Counting the Cost

Market Views - May 2026
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Market Views - May 2026

Mike Wilson Sees Semiconductor Stocks Correcting
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Mike Wilson Sees Semiconductor Stocks Correcting

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

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

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

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

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

The Contrarians Playbook When to Exit | Rajeev Thakkar | ET Alpha Wealth Summit
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The Contrarians Playbook When to Exit | Rajeev Thakkar | ET Alpha Wealth Summit