Well, as of today and more importantly going forward, it will become even more difficult for active investors ( and fund managers ) to beat a basket of indexes. In the past, index investing meant investing in our primary broad based index ( Nifty ) but we now have a wider range of indexes that has now a better Ranking mechanism and scans through a bigger universe.

In my view, anyone actively deploying money in a basket of stocks will need to do something significantly out of the ordinary and at the same time will need some luck on his/her side. I honestly dont see a lot of fund managers outperforming a basket of indexes going forward.

A Sample basket of indexes that I think will be very difficult to beat →

• Nifty Large MidCap Index

• Nifty 200 Momentum 30 index

• Nifty Midcap Momentum 50 index

Having said this, the edge that investors like us have i think has narrowed down to either of the following 2 approaches

• Having an even better Ranking mechanism alongwith optimum exit criteria ( for those who want to have a basket of stocks ).

• Find the most lucrative steals in the market and go all out on those. Large allocations to a small group of hidden gems.

I will be keen to know if anyone can list out any other edge that individual investors might have in the current/future regime.

Investing is a broad umbrella, different kinds of people participate differently, even if there is data, some things cannot be quantified. Generalization beyond a point does not present the entire picture. Also, when one is an active participant and gains experience, he can change his views completely.

I am not sure if you have gone through the forum. Investing is not unidimensional. There are many facets to investing than just picking better stocks.

I’m sorry guys I have no updates as I could hardly connect for like 3/4 minutes and that to with screen and sound freezing every now and then.
May be company will upload AGM video on its website…

Elections and the resulting loan waivers or at least the promise of waiver cause people to delinquent on their repayments.
Natural calamities like floods add to the woes.

But for a growing economy, banks and NBFCs are very important. There may be pain in short term but in the long run their stock prices will perform well. We should consider this suppressed valuations as opportunities to accumulate.

The railway ministry has also approved the installation of Kavach on 10,000 locomotives in another two years. After that, the remaining 10,000 locomotives will be taken up in a phased manner,” Vaishnaw said.

Additionally, the ministry plans to invite tenders for installing Kavach on the 3,300-km Mumbai-Chennai and Chennai-Kolkata routes, as well as for approximately 5,000 km of all-automatic signalling sections. The tender process is expected to conclude within a couple of months, with installation set to begin in October 2024

Vaishnaw highlighted that the installation capacity has increased from 1,000 km annually to 4,000 km, enabling Kavach to be implemented on the Mumbai-Chennai and Chennai-Kolkata routes, as well as on all automatic signalling sections, within three years. With the addition of two more companies, the annual installation capacity will rise to about 5,500 km.

“With the current installation capacity, Kavach will become operational on the Mumbai-Chennai and Chennai-Kolkata route as well as all automatic signalling sections in another three years,” the railway minister said.

https://www.financialexpress.com/business/railways-indian-railways-to-launch-kavach-on-mumbai-delhi-kolkata-routes-by-march-2025-says-ashwini-vaishnaw-3576695/