Sandip Tandon: India needs mindset shift for long-short equity's alpha potential

• Sandip Tandon emphasizes the need for a mindset shift regarding long-short equity in India.
• He states that long-short equity is an evolving product in India, with investor education and mindset being the primary challenges.
• Tandon notes that shorting is predominantly perceived as a hedging tool rather than a strategy for alpha generation among wider Indian investors.
• He points out a behavioral challenge where investors accept losses on long positions but not on short positions, viewing shorting as a pure alpha strategy.
• Tandon believes long-short equity strategies will become more relevant in volatile markets, offering better risk-adjusted opportunities in a difficult bull market.

Why It Matters: It reveals a new investment approach for better risk-adjusted returns in India.