Nitin Raheja on why next 6 months will separate good portfolios from great ones

Synopsis Senior fund managers anticipate an uncomfortable six months for India’s market, with near-term choppiness expected due to FPI selling and a revised, lower earnings outlook. While India misses the current AI rally, opportunities lie in manufacturing and select financial services, with a positive outlook for the second half of the year. The next six months will be uncomfortable. That’s not a prediction, it’s a near-consensus view among senior fund managers watching India’s market dynamics play out in real time. But discomfort and danger aren’t the same thing, and Nitin Raheja, Managing Director and Senior Advisor at Julius Baer Wealth…