The ET Alpha Wealth Summit is scheduled for June 4 in Mumbai, bringing together investors, market experts, and analysts to discuss economic implications, opportunities, and market strategies amid current market uncertainty. According to reports from The Economic Times, the event will focus on finding hidden market opportunities and building substantial portfolios, with discussions covering strategies for consistent excess value and scaling wealth to ₹100 crore. The summit aims to provide practical takeaways that will guide attendees in navigating complex markets for long-term returns, as investors search for direction after facing consistent uncertainty from geopolitical flashpoints and shifting economic realities. Registrations are now open for the summit, which is powered by HSBC Asset Management with MProfit as the Exhibit Partner.
A key focus of the summit will be 'Amritkaal or AI-kaal? India's Next Decade', exploring how artificial intelligence could reshape the country's economic and market trajectory over the coming years. This session will bring together prominent market voices including Vikas Khemani, Founder and CIO of Carnelian Asset Management and Advisors; Saurabh Mukherjea, Founder and CIO of Marcellus; Hiren Ved, Director and CIO of Alchemy Capital Management; and Kailash Kulkarni, CEO of HSBC Mutual Fund India. The discussion will examine whether India can harness the AI revolution as a growth catalyst while navigating the disruptions it may bring, addressing pertinent questions about AI's impact on India's booming IT industry and the longevity of traditional jobs in the sector.
The summit will open with a keynote session by ICICI Prudential AMC's S Naren, who will draw on three decades of market experience to offer lessons on understanding market cycles and managing money amid a changing investment environment. In his session titled 'Cycles, Crashes & Comebacks: Lessons From 30 Years in Markets', Naren will help investors understand how market cycles unfold, what drives major corrections, and how some of the biggest opportunities may emerge from periods of uncertainty. This session comes at a crucial time when markets have recently shown signs of fatigue, with several sectors and companies once considered reliable engines of growth struggling to sustain their return trajectories.
The summit will feature a panel discussion titled 'Is Alpha Dead? Or Just Harder to Find?' that will explore how investors can identify where real outperformance still exists. As reported by The Economic Times, this session will focus on how to identify and avoid crowded, low-return trades while generating consistent excess value. The panel will include leading industry experts Vikas Khemani, Devina Mehra, Prateek Agrawal and Kalpen Parekh, who will share their views on where the Alpha is currently hiding in the market landscape. This discussion addresses the need for careful evaluation of conditions and pre-requisite factors that influence investment decision-making in an increasingly difficult market environment where easy gains are gone.
A crucial session titled 'India Growth Story: How Durable Is It?' will examine whether India's remarkable economic resilience can be sustained amid global uncertainties. The discussion will feature Garima Kapoor, Deputy Head of Research and Economist at Elara Securities India; Dr. Aurodeep Nandi, Executive Director and India Economist at Nomura; Dharmakirti Joshi, Chief Economist at CRISIL; and Sakshi Gupta, Principal Economist and Vice President at HDFC Bank. The panellists will delve into key forces shaping India's economic outlook, including the balance between consumption-led and investment-led growth, the prospects of a sustained private capex revival, and structural factors underpinning the country's long-term growth story. The session will also examine how investors can navigate near-term uncertainties while remaining aligned with India's long-term wealth creation potential.
