Aviva India’s CIO Balamurugan Shanmugam discusses market volatility driven by tariff uncertainties and offers insights into the earnings landscape post Q2. He highlights that while domestic investors remain active, Aviva is sidestepping the soaring IPO valuations, believing the secondary market presents better long-term opportunities.
ETMarkets Smart Talk| Building a Rs 10-lakh portfolio in 2026? Naveen Kulkarni of Axis Securities recommends 50%+ in equities
Indian markets are at record highs. Investors are reviewing asset allocation for the coming year. Naveen Kulkarni of Axis Securities PMS suggests a ₹10-lakh portfolio