Amid rising geopolitical tensions and market volatility, investors are reassessing sectoral allocations. Mutual fund experts suggest focusing on domestic cyclicals, financials, and defensives like pharma, while remaining cautious on IT, metals, and oil and gas. They also highlight valuation risks and stress the importance of resilient businesses in uncertain conditions.
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RBI in wait-and-watch mode despite easing West Asia risks: Sanjay Malhotra
The easing of geopolitical tensions in West Asia has brought some relief to policymakers, but the Reserve Bank of India...
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