Jimeet Modi of SAMCO Group sees earnings as the market’s main challenge. He advises against chasing recent mid and small-cap outperformers. Modi suggests a 60-25-15 investment strategy. This includes equities, debt, and precious metals. He anticipates a strong earnings recovery in the second half of the fiscal year. Diversifying into non-correlated assets is crucial for managing risk, according to Modi.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets