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Equity markets saw a rebound after a recent sharp decline, but uncertainty remains high due to geopolitical tensions and shifting economic factors. Pankaj Tibrewal from Ikigai Asset Manager advises focusing on resilient portfolio construction and careful stock selection in a consolidating market. He highlights that while strong domestic flows are supporting markets, fundamental analysis remains crucial to avoid overvalued sectors and asset bubbles.
#stockmarketstrategy #stockmarket #portfoliomanagement
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