The Next Big Moves: Themes Poised To Lead The Rally

While renowned investors like Warren Buffett trimmed a substantial 50 per cent stake in Apple Inc., and mutual funds sat on a cash pile of ₹1.86 lakh crore in August, many wondered, “Do they know something that the rest of us don’t?” Meanwhile, the markets have continued to defy expectations, reaching record highs. So, are you among those riding the rally, or are you waiting for a safer, risk-free opportunity? Mandar Wagh analyses this year’s market performance, explores third-quarter trends from recent years, and highlights key investment themes set to drive the next market rally