Alok Agarwal’s Interview with NDTV Profit - June 24, 2025

Alok Agarwal, Head – Quant & Fund Manager at Alchemy Capital Management, in conversation with Tamanna Inamdar and Hersh Sayta of ‪@NDTVProfitIndia‬. Alok highlights the market's resilience, supported by improving earnings and favourable macro indicators. He shares his views on the premium valuations of small and midcaps relative to largecaps, noting that they appear expensive given the higher growth estimates. He remains positive on sectors such as higher ticket discretionary items, electronic manufacturing services, and defence, driven by strong growth projections. Alok also explains the GARP (Growth at Reasonable Price) investment philosophy, which identifies companies with long-term growth potential at reasonable valuations. #alchemycapital #ndtvprofit #marketoutlook #sectoraltrends #smid #smallandmidcaps #garp Please visit www.alchemycapital.com to learn more about Alchemy Capital and our services. Please write to us at contactus@alchemycapital.com to connect with our relationship manager or collaborate with us.