Shankar Sharma cited the period between 2014-2020 in India where the Nifty 50 CAGR hovered around 9% amid GDP slowdown from 7.4% to -5.8% and corporate earnings growth was approximately 5% annually. (Photo: Shankar Sharma/NDTV Profit) Show Quick Read Summary is AI Generated. Newsroom Reviewed
Veteran investor Shankar Sharma, known for early bets on Amazon and Apple, stresses that macro market cycles overshadow stock-picking skills.
In a post on social media platform X, Sharma cited the period between 2014-2020 in India, where growth was dismal and corporate earnings were distressing.
"No matter how great a stock picker you are, remember one thing: the majority of your returns will be driven by the macro cycle of the Market. Hence, timing the macro cycle is not just critical, but Es

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