Valuation discipline key as markets navigate tariff noise: Manishi Raychaudhuri

February 23, 2026

Global trade policy volatility is forcing investors to reassess strategies, with market strategist Manishi Raychaudhuri advising a focus on domestic growth. He highlights basic materials, industrials, and consumer discretionary sectors, while cautioning against exporters, consumer staples, and IT services due to valuation and margin concerns.

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