Ashwini Agarwal of Demeter Advisors advises Indian investors to ignore short-term market noise, including potential tariff impacts and IPO market activity. Despite current headwinds like weak earnings, he anticipates lower interest rates boosting domestic demand. Agarwal suggests a long-term view, highlighting opportunities in sectors like non-banking financial services, particularly MFIs, where valuations are attractive.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets