Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient largecaps like private banks, telecom, consumer discretionary, and auto sectors. Shah also sees potential in metals, energy, and defence, with specific stock recommendations.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly