
Rajeev Thakkar of PPFAS Mutual Fund joins Business Today TV for an exclusive edition of Market Masters to decode one of the toughest market phases in recent years. With the rupee at record lows, crude oil prices surging, FIIs pulling out money and inflation fears rising, the ace fund manager explains why investors should not panic and why “this too shall pass.” From deploying cash into REITs, IT, banks and utilities to his outlook on pharma, PSUs, global tech and market valuations, Thakkar shares how the ₹1.4 lakh crore Parag Parikh Flexi Cap Fund is navigating volatility. He also reflects on past crises, India’s macro resilience and why long-term investors should focus on wealth creation instead of short-term fear. Catch the full conversation with one of Dalal Street’s most respected investing voices.