Kohli or Suryavanshi? Your portfolio needs both.
This IPL season, two contrasting batting styles caught everyone’s eye and Jayanth Nanjappa used this as an analogy to explain what thematic hybrid styles are
Virat Kohli: patient, disciplined, rotating strike, absorbing pressure.
Vaibhav Suryavanshi: fearless, explosive, going after every loose ball.
Markets in 2026 have thrown everything at investors — tariffs, geopolitical shocks, energy price spikes, supply chain stress, AI-led disruption. In this environment, chasing the next big theme without a plan is often the biggest risk investors take.
The answer isn’t picking one style over the other. It’s combining them.
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