Punita Sinha Highlights Domestic Sector That Will Not Be Affected By Trump Tariff

In the Market Master Series, Shailendra Bhatnagar in conversation with Punita Kumar Sinha, Managing Partner, Pacific Paradigm Advisors highlights that India’s economic growth must be driven by domestic factors rather than exports, given the current global trade challenges. She emphasizes India’s strong base of young, aspirational consumers, making it a highly attractive market. Key growth sectors include healthcare, encompassing hospitals, diagnostics, and allied services; financials and fintech, which support credit growth and rising transactions; and infrastructure and manufacturing, backed by government-led spending. Travel and tourism are also expected to benefit from increasing domestic demand. While some companies have shown strong earnings, others have disappointed, indicating that this is not a thematic market but one that requires careful stock picking. She believes selective investing in domestically focused companies will drive returns as export-led sectors face headwinds.