Ashutosh Tiwari, managing director and chief investment officer for public equities at Equirus Asset Management, has signaled that the risk-reward profile for Indian large-cap stocks remains attractive from a medium-term perspective.
Tiwari cautioned investors against attempting to wait for complete clarity on evolving geopolitical dynamics and shifting commodity prices before positioning portfolios.
A senior executive at BlackRock recently noted that significant capital remains on the sidelines, ready to enter equity markets as valuations adjust.
The commentary comes as global markets navigate heightened uncertainty driven by trade tensions between the US and China, alongside volatile energy markets.
Tiwari’s view suggests that domestic large-cap equities may offer a buffer against external shocks, provided investors focus on medium-term fundamentals rather than short-term noise.
This perspective aligns with broader sentiment among asset managers who see pockets of opportunity despite macro headwinds.
A senior executive at BlackRock recently noted that significant capital remains on the sidelines, ready to enter equity markets as valuations adjust.