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Don’t go all in right now; Systematix bets on PSU banks, IT, and defence, avoids realty and jewellery

Geopolitical tensions necessitate a disciplined, diversified investment approach, according to Systematix Group’s Nikhil Khandelwal. He advises a staggered capital deployment over three to six months, emphasizing crude oil and the rupee as key variables. Khandelwal favors PSU banks, IT, and capital goods for their resilience and valuation, while cautioning against real estate, jewellery, and airlines.

Source :- Markets-Economic Times Read More

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