Investors see chances for long-term gains as market corrections meet better earnings. Aniruddha Naha from PGIM India Asset Management suggests building portfolios over the next six months. Sectors like autos, commodities, and PSU banks show promise. Discretionary consumption may rise with pay commission revisions. Quick commerce valuations face a reality check.
Chasing trends or buying value? The strategy that wins over time
The global stock market landscape has become increasingly complex, shaped by macroeconomic uncertainty, geopolitical risks, and shifting liquidity conditions. Yet, amid this volatility, timeless investing