While there may be increased volatility due to underlying economic concerns in the US, there is optimism about the potential benefits for sectors like IT and infrastructure from this shift in monetary policy. Investors should stay informed about foreign investment trends and the RBI’s upcoming policy decisions, as these will influence the direction of Indian markets soon.
Sitting on 12-15% cash; to invest in 2 themes on correction: Sandip Sabharwal
Sandip Sabharwal discusses his investment strategy, highlighting a focus on capital goods, infrastructure, and defense sectors. He plans to deploy cash selectively as stock corrections