The recent fear in the market is welcomed because it serves as a reality check against speculative moves in the innovation space, which may not last long.

Despite some companies being overvalued, the overall ecosystem benefits as it allows for easier capital raising, which can accelerate innovation and growth across the industry.

Despite market volatility, the ETF industry has managed well, and I have confidence in our strategies and the team behind me.

I think the current market conditions are favorable for growth stage investing, with many venture-backed companies entering the market.

Investors are generally excited about large markets with clear business models, and they often have hypotheses on how to capture those markets.

Investors prefer markets that are growing at least 20% a year, where problems are currently being addressed and where solutions can save significant amounts of money.

The current economic environment is reminiscent of late 2016 and early 2017, when the market was nervous about rising interest rates and potential tax cuts. Value stocks have surged, with energy stocks up 27% and financial stocks up about 11% year-to-date, while technology stocks have only increased by 1%.

To break out of stagnation, we need to see successful innovations in various sectors that can inspire others and shift the current cycle from negative to positive.

The current investment landscape in India is overly focused on safety and early revenue, which may hinder the growth of true technology companies.