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Sandeep Tandon of Quant Mutual Fund believes India is decoupling from developed economies, particularly within the Asia-centric emerging market. He highlights the pharma sector as a key beneficiary in the current economic climate, dismissing concerns about significant US tariffs on Indian generics. Tandon advocates investing in pharma funds, viewing it as a straightforward and promising strategy.
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The former Labour prime minister says hitting the "undertaxed" sector could pay for benefits rises.
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Ashwini Agarwal of Demeter Advisors suggests focusing on individual stocks rather than broad sectors. Domestic healthcare and consumption names appear promising. Textile exports might offer buying opportunities if tariffs impact them negatively. India's manufacturing cost advantage remains strong long-term. Agarwal is currently tracking companies improving their earnings profile. Companies recovering from a downcycle are also worth watching.
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