Stop timing the market; go bottom-up and buy these names now: Varun Saboo

Indian markets face a geopolitics-driven selloff. Varun Saboo of Anand Rathi Shares & Stock Brokers suggests a bottom-up approach, focusing on fundamentally strong stocks. He believes domestic institutional liquidity provides a floor. Saboo sees opportunities in sectors like IT, where AI fears are overblown. This is a time to buy quality at distressed prices.