Where to Invest Now? Sector strategy from Jyotivardhan Jaipuria in a volatile world – India — A safe haven amid tariff turbulence



Jyotivardhan Jaipuria believes the Indian macroeconomic backdrop remains strong, with a healthy current account, manageable fiscal deficit, and supportive RBI policies. Yet, the market lacks direction due to underwhelming earnings. He views the current time correction as a positive, allowing valuations to cool and paving the way for the next uptrend.



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