Jigar Mistry of Buoyant Capital favors healthcare, materials, chemicals, and banking sectors, preferring large-cap private banks over PSU banks. He remains positive on both generic and CDMO pharma segments, dismissing tariff concerns. Mistry believes valuations are elevated, especially for narrative-driven stocks lacking earnings, advocating for a focus on fundamentals over market flows.
Chasing trends or buying value? The strategy that wins over time
The global stock market landscape has become increasingly complex, shaped by macroeconomic uncertainty, geopolitical risks, and shifting liquidity conditions. Yet, amid this volatility, timeless investing
April 5, 2026