As global crude prices soften and geopolitical tensions in West Asia show signs of easing, market participants are recalibrating their India portfolio strategy with a renewed focus on financials, autos, and long-term structural themes such as defence, power, and digital infrastructure.
In an interaction with ET Now, market expert Nitin Raheja from Julius Baer Wealth Advisors outlined a cautiously optimistic outlook, emphasizing that while near-term volatility persists, the medium-term setup for Indian equities is improving meaningfully.
