In a market where sentiment swings faster than fundamentals, spotting a sector turnaround before it becomes a consensus trade is a rare edge. In Episode 1 of The Golden Thumbrule, Kshitij Anand sits down with Aniruddha Sarkar, CIO & Portfolio Manager at Quest Investment Advisors, who’s built a reputation for identifying sectoral inflection points early. From the meteoric rise of PSUs, defence, and power stocks to his playbook for distinguishing a short-term buzz from a secular boom, Sarkar shares his golden thumb rule for wealth creation and when to exit.What you’ll learn in this episode:The timeless rule of wealth creationHow to spot the next big sector before everyone elseHis checklist: capital flow, consumer behavior, innovation, and policySigns a trend is short-term vs. secularFrameworks for knowing when to exitWhy the best opportunities lie where no one is looking
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