The Economic Times

War, falling markets, and a two-year window: Why Vikas Khemani is buying banks, aviation, and pharma right now

Indian markets are down, presenting a buying opportunity for long-term investors. Vikas Khemani of Carnelian Asset Management sees potential in banking, aviation, and pharma sectors. He believes geopolitical fears are fading, which could lead to a market bounce. Investors with a two to three year outlook can find good prices on desired stocks.