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Investing: ICC World Cup & Investing: Pharma stocks can be all-rounder in your portfolio

"One can identify companies in sectors like technology, chemicals and capital goods that are poised to benefit from emerging themes like China plus one and Atmanirbhar Bharat. We have seen similar downturns during Covid 19 and Russia Ukraine War. The most important thing to keep in mind is that one should not panic sell. These fluctuations are temporary and one should keep in mind the long term goal of investing."

ETMarkets Fund Manager Talk- This portfolio manager explains why his PMS has high exposure to textiles, chemicals & pharma

Equity markets are a direct reflection of the economy. When India is expected to contribute 16% to the world s GDP growth this financial year – thanks to the consumption and manufacturing story, there are hardly any reasons to be sceptical in the long run.

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