AMC Portfolio Strategy: Which Sectors And Stocks Are Gaining Focus After The Market Correction?

How has the recent market correction changed mutual fund portfolio strategies? In this conversation, Aparna Shanker, CIO (Equity), The Wealth Company AMC, explains how the fund house has adapted its investment approach amid market volatility. From reducing exposure to individual stocks and diversifying portfolios during uncertain times to consolidating holdings as downside risks ease, the focus remains on identifying fundamentally strong businesses. The discussion also highlights the importance of management quality, earnings resilience and companies with the ability to navigate challenging market conditions. Find out how the AMC is adjusting its portfolio strategy and identifying opportunities across sectors.