Reallocate, Diversify, Reposition Ajay Srivastava flags rising macro risks for investors

Image for article Reallocate, Diversify, Reposition Ajay Srivastava flags rising macro risks for investors
News Source : The Times of India

News Summary

  • Indian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corporate earnings.
  • Ajay Srivastava advises aggressive diversification, favoring legacy and promoter-driven companies, while suggesting caution on Indian IT.
  • He highlighted CRDMO and export-led pharma businesses as the most promising segments.
  • Go First broke 98 million SIP accounts power Indian equities.
  • What if they stop?
  • Unlock Access to All Exclusives with ETPrime FREE TRIAL 15 Days Free: Unlock All ETPrime Exclusive, Market Tools & ePapers.

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