In this overall, uncertain global environment, India seems better placed. Currently, we are out of the cross hairs from the tariff perspective but need to watch what happens in April, when reciprocal tariff policies are implemented.
Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal
Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South
May 16, 2025