Domestic-focused strategy key amid global tariff turmoil: Sunil Subramaniam

August 7, 2025

Market expert Sunil Subramaniam advises investors on navigating tariff uncertainties. He suggests assessing risk profiles and considering domestic sectors. Pharma and IT sectors have seen corrections. Focus on consumption, banking, and capital goods. Multicap funds are recommended. RBI’s stable policy and India’s insulated economy offer reassurance. Paint stocks are promising due to domestic orientation and softening crude prices.

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