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Despite market turbulence, Agarwal says the fund hasnt made any tactical shiftsinstead, it continues to bet on long-term resilience through Grade-A warehousing, strong tenants, and a diversified asset pipeline.
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Sudip Bandyopadhyay advises caution amidst US-China trade talk optimism, highlighting significant disagreements that require time to resolve. He favors domestic infrastructure and realty stocks like DLF, Macrotech, and L&T due to government spending and private capex. Bandyopadhyay anticipates positive results from private banks like ICICI Bank and HDFC Bank and suggests Bharat Electronics for long-term portfolios.
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It comes after the head of US central bank said Trump's tariff policies are likely to mean slower growth and higher prices.
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