Rustagi advises cautious investment in thematic funds, considering government focus areas like defence, infrastructure, and pharma post-election. He highlights the need for strategic timing, growth assessment, and exposure analysis to optimize sectoral investments.
Stay local, stay resilient: Aditya Khemka recommends healthcare, consumption plays
Edelweiss Mutual Fund’s Trideep Bhattacharya expects limited direct impact of US tariffs on India but warns of global ripple effects. He prefers healthcare and domestic
April 12, 2025