Avoid the Noise, stay domestic: Aman Chowhan bets on cement, engineering and financials

Amidst global trade uncertainties and potential market volatility stemming from bond yields and currency fluctuations, Abakkus Asset Manager suggests a staggered investment approach over the next three months. They favor financials, particularly mid-sized private banks and NBFCs, alongside cement, engineering, and consumer-focused companies with minimal export exposure, while maintaining a cautious stance on metals, IT, and pharma.