
Anshul Saigal, CIO & Founder of Saigal Capital Advisors, highlights a striking dichotomy in market sentiment. While companies remain positive about the short, medium and long-term outlook, investors have turned cautious after portfolios delivered limited returns over the past two years. Saigal says macro uncertainty has kept large caps and broader markets volatile, even as the underlying economy and corporate performance remain strong. He believes this divergence has created opportunities for stock pickers, with specific market segments delivering gains despite muted headline indices. Saigal says the current environment could be a period to build portfolios with a three-to-five-year horizon, rather than focusing only on broad-market performance. Watch the full conversation for his perspective on investor sentiment, stock-picking opportunities and how investors could approach a market where the headline indices have remained largely range-bound.