India Vs Global Headwinds: Ajay Bagga Picks Sectors That Could Withstand The Storm

Ajay Bagga, a seasoned market veteran, offers valuable insights on navigating the current market turbulence. Despite the global uncertainties, he stresses the continued resilience of India’s domestic economy, with key sectors poised to benefit from sustained household and government spending. He suggests focusing on areas such as FMCG, consumer durables, infrastructure, aviation, hospitality, pharma (especially diagnostics and Indian suppliers), and banks/financials. Bagga advises steering clear of export-oriented sectors like auto and metals, which are heavily impacted by international headwinds. His approach highlights the importance of a selective and strategic investment stance during these volatile times.