War selloffs are buying opportunities, history shows; Jyotivardhan Jaipuria backs banks, trims IT

West Asia conflict-driven market selloffs are historically short and reversible, according to Valentis Advisors' Jyotivardhan Jaipuria. He advises investors to view the current downturn as a buying opportunity, anticipating an earnings recovery cycle. Jaipuria's highest conviction lies in the banking sector, citing resilient credit growth and expanding net interest margins.