Manishi Raychaudhuri favors high dividend yield plays as safe havens amid market turbulence

Amidst tariff uncertainties and a weak earnings season, India faces declining earnings estimates and foreign investor outflows. Manishi Raychaudhuri suggests focusing on domestic issues, favoring private sector banks due to their strong performance and technological capabilities. He also recommends considering select industrials, consumer discretionary stocks, and domestic healthcare services for potential growth.

​Amidst tariff uncertainties and a weak earnings season, India faces declining earnings estimates and foreign investor outflows. Manishi Raychaudhuri suggests focusing on domestic issues, favoring private sector banks due to their strong performance and technological capabilities. He also recommends considering select industrials, consumer discretionary stocks, and domestic healthcare services for potential growth.