Amid a volatile year for Indian equities marked by foreign investor outflows, global tariff concerns and muted earnings, Amit Jeswani, Founder & CIO of Stallion Asset, believes the path to superior returns lies in identifying and riding “super cycles”.

Over time, Jeswani said, the fund has realised that these cycles are what create “outlier returns”. “The goal of a portfolio management company like ours is to create alphas for our clients. Alphas mean superior returns than benchmarks. You want to be in companies that are growing way faster, but you also need tailwinds. You cannot have companies that grow super-fast without tailwinds,” he told CNBC-TV18.

He pointed out that globally the internet and artificial intelligence (AI) are the current supercycles driving wealth creation. “Right n

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