SAMCO Mutual Fund’s CEO, Viraj Gandhi, suggests multi-asset funds for navigating volatile markets, emphasizing diversification across equities, debt, and gold. While Nifty valuations are slightly premium, strong earnings growth is awaited. Financial services, pharmaceuticals, and healthcare sectors show promise, but geopolitical risks remain a concern for investors.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and