Siddharth Vora of PL Asset Management notes the Indian market’s resilience. Domestic liquidity is strong with record mutual fund inflows. FII selling and tariff concerns create a range-bound market. Geopolitical de-escalation and a US trade deal could trigger an upside. The firm has reduced financials and IT, increased materials and healthcare, and holds a cash reserve.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets