Vikas Khemani, Founder of Carnelian Asset Management and Advisors, says market volatility and geopolitical uncertainty are creating attractive long-term investment opportunities as valuations correct while economic fundamentals remain strong. He advises investors to stay focused on quality businesses rather than chasing stocks simply because they have fallen sharply. Khemani remains constructive on sectors such as banks, manufacturing and pharma, and believes India’s long-term growth story remains intact despite near-term uncertainty.
