Trideep Bhattacharya, CIO-Equities at Edelweiss AMC, said investors should avoid reacting to short-term news and instead rely on data before taking calls. He notes that market corrections during geopolitical events are driven by rapid risk premium adjustments, while earnings impact plays out later. He remains constructive on India’s medium-term earnings trajectory and prefers companies with strong pricing power and resilience in volatile macro conditions.
