23/4/2025, 1:00:05 pm

Shikhara CIO lists the risks investors shouldn’t ignore

Rahul Chadha states India's market re-rating is complete, with investors now focusing on earnings. Challenges include AI's impact on jobs and hyper-competition. The recent pullback was due to RBI intervention and reduced capex, but conditions have eased. Medium-term gains are expected from global manufacturing shifts. He favors discretionary consumption and healthcare.