The Economic Times

Looking around for sectors or themes to favour and avoid? Here is what these 5 experts recommend

Amid rising geopolitical tensions and market volatility, investors are reassessing sectoral allocations. Mutual fund experts suggest focusing on domestic cyclicals, financials, and defensives like pharma, while remaining cautious on IT, metals, and oil and gas. They also highlight valuation risks and stress the importance of resilient businesses in uncertain conditions.