With the calendar year (CY) 2024 drawing to a close, all eyes are now on Donald Trump’s inauguration in January 2025 and what it will bring to the global financial markets. ANISH TAWAKLEY, co-chief investment officer for equity at ICICI Prudential Asset Management Company, spoke with Puneet Wadhwa about his hits and misses in 2024 as a fund manager, and the opportunities and key risks for the markets in the year ahead. Edited excerpts:
What have been your hits and misses in CY 2024 as a fund manager? Which investment strategies worked for you, and which ones didn’t?
We did