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 consumption sectors amid volatility, citing their resilience to global headwinds and currency risks.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is