Rajesh Palviya Investment Strategy Amid Volatile Market, Trump Tariff Threat

Axis Securities’ Rajesh Palviya advises investors to reshuffle portfolios rather than exit equities amid market volatility. He suggests trimming exposure to export-oriented sectors facing tariff pressures and shifting towards domestic consumption-driven themes. With the rupee at record lows and major negatives already priced in, Palviya believes any reversal could spark positive sentiment. His strategy: stay invested, focus on resilient sectors, and use volatility to reposition for the future.