CNBC-TV18-Starting 2026 on the Right Foot-India
With sharp divergence across sectors in 2026, investors are grappling with uneven market performance and uncertain returns. In this discussion, Morningstar's Himanshu Srivastava decodes how mutual fund managers are positioning portfolios amid volatility. The conversation highlights a balanced approach between large, mid, and small caps, with a focus on risk management rather than aggressive bets. It also unpacks sector trends-from cautious views on IT and metals to growing interest in consumption-driven themes like autos. The key takeaway: disciplined asset allocation, diversification, and staying invested remain critical in navigating complex market cycles.
Mar 30, 2026