I’m not sure you will to have knee-jerk reactions in terms of changing a lot in your portfolios, “Seth Said, adding that exposure should be Reduced only in Secretors Directly Vulnerable to Tarifs.
On Foreign Investor Flows, SETH BELIEVES The Worst of the Selling is Over and that “You Will See Stabilisation in Fii Flows on the Initial Knee-Jerk Reaction is Over.”
He also stated a Global Shift Toward Currency Diversification, Saying The US Dollar’s Status AS Reserve Currency is not under threat, but “The Increental Alliance Is Sagenting Download.”
ALSO Read: ‘You may as well not have a Business’ Says Baba Kalyani on 50% Us Tarif
Despite Near-TEDWDWINDS, SETH Stressed that India’s Structural Growth Story Remains Inteact Over the Next One to Two Decades. He Continues to Favour Domestic-FOOCUUSED SUCHACHACTORS AS FINCILALS and Consump, While Urging A Righting of the Export Mux Toward New Products and Markets to Offsetny Trade-related weakness.
ALSO Read: Economists URGE Reforms and Targeted Support as India Face GDP Hit from Us Tarifs
For the entire intercess, watch the Acompanying Video
Catch All The Latest Updates from the Stock Market here
(Edited by: Unnikrishnan))