The market, as I said, they seem to be quite stabilising and if you look at two buckets in particular, you see external sector, I am not very convinced about because due to what is happening globally, what US is doing, there is little bit of, or rather, I would say there might be prolonged uncertainty for the coming few months till the time the situation stabilises, some trade agreements are in place.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary
June 13, 2025