In today’s volatile market, wealth preservation is key for HNWIs. Anil Rego advises diversification across equities, fixed income, and alternatives to manage risks and capture growth. He suggests focusing on sectors like consumer discretionary and infrastructure, while maintaining a gold allocation for portfolio stability, but advises caution on increasing gold holdings immediately.
Buy selectively, focus on resilient sectors despite volatility: Manish Sonthalia
Indian markets face geopolitical and inflationary headwinds, with a prolonged economic adjustment expected until FY28. Domestic investors find opportunities in corrected valuations, focusing on resilient