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Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatility
Despite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley. He favors selective investments in domestic cyclicals like financials, cement, and automobiles, while cautioning against capital market-linked plays and PSU banks. Inflation is seen as transitory, but FMCG margins face pressure.
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economictimes.indiatimes.com
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Macro worries cloud markets, but domestic fundamentals offer cushion: Sandip Sabharwal
Market expert Sandip Sabharwal highlights that despite global headwinds like rising crude oil and currency weakness, Indian corporate fundamentals offer stability. He views the…
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Stay disciplined, think five years out: Deepak Shenoy on how to navigate volatile markets
Global economic turbulence is high. However, India's company earnings are performing well. Deepak Shenoy advises investors to focus on fundamentals and maintain patience.…
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Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatility
Despite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley. He favors selective investments in…