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Amid global uncertainty, investors are advised to rethink portfolios with a focus on risk management. While Indian equities show a neutral outlook with earnings nearing a trough, macro risks like rising crude prices and geopolitical tensions persist. Experts suggest staying underweight on midcaps, long-duration bonds, and US tech giants.Read More

Seasoned investors are finding attractive opportunities in overlooked sectors like pharma, auto ancillaries, and select IT, where temporary headwinds have created valuation gaps. TrustLine Holdings’ Founder & CEO, N. ArunaGiri, emphasizes a disciplined, bottom-up value investing approach, highlighting the importance of margin of safety and identifying high-quality small-cap businesses at a discount for long-term wealth creation.Read More

Indian equities face sharp corrections due to geopolitical tensions. Investors should avoid panic and adopt disciplined strategies. Adjust sector exposure to global risks. Invest gradually in tranches. Rebalance portfolios toward defensives and diversify. Focus on large caps and fundamentally strong companies. Manage risk for future returns.Read More

Amidst geopolitical tensions and market corrections, select Indian stocks have surged significantly. Defence, jewellery, digital infrastructure, and energy sectors have shown robust performance, with companies like Swan Defence, Bluestone Jewellery, Sterlite Technologies, and Adani Power leading the gains. Resilience in banking and consumption stocks also highlights selective investor interest in stable businesses.Read More

The US Federal Reserve is poised to hold interest rates steady amid escalating Middle East tensions, which are disrupting oil markets and supply chains. This geopolitical uncertainty complicates the Fed’s balancing act between controlling persistent inflation and supporting a weakening economy. Investors will closely watch updated economic projections for signs of further deterioration.Read More