Mirae Asset ShareKhan's Somil Mehta warns investors to maintain balanced portfolios and avoid chasing overvalued midcap stocks amid global volatility. With geopolitical tensions, rising crude oil prices, and cautious foreign investor flows creating uncertainty, he emphasizes India's structural growth story remains intact. For investors aged thirty to forty, the strategy is clear: focus on quality large-cap names and structurally strong sectors like defence, banking, capital goods, and pharma. The IT sector's significant correction has brought valuations to more reasonable levels after AI disruption concerns. While near-term risks persist, corporate earnings growth, strong domestic liquidity, and government capital expenditure continue supporting markets. Discipline matters most during volatility, as emotional reactions to short-term movements can derail long-term wealth creation.
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