Valuation discipline key as markets navigate tariff noise: Manishi Raychaudhuri is drawing significant interest across the industry.
Global trade policy volatility is forcing investors to reassess strategies, with market strategist Manishi Raychaudhuri advising a focus on domestic growth. He highlights basic materials, industrials, and consumer discretionary sectors, while cautioning against exporters, consumer staples, and IT services due to valuation and margin concerns.
Experts suggest this could influence future trends and innovation in the sector.
More updates are expected as the story develops.
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