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The Economic Times
The Economic Times
Business
Nandini Sanyal

Don't go all in right now; Systematix bets on PSU banks, IT, and defence, avoids realty and jewellery

With geopolitical tensions rattling global markets, one of India's veteran market strategists is urging investors to stay disciplined, stay diversified, and resist the temptation to deploy capital all at once.

Nikhil Khandelwal, CMD of Systematix Group, laid out his market framework in an interview with ET Now, and his message was clear: the next three to six months will be critical, crude oil and the rupee are the variables to watch, and capital allocation right now should favour resilience over aggression.

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