ETMarkets Smart Talk | Underweight midcaps, long bonds, US tech; focus on diversification in volatile markets: 360 ONE Wealth’s Sahil Kapoor

Amid global uncertainty, investors are advised to rethink portfolios with a focus on risk management. While Indian equities show a neutral outlook with earnings nearing a trough, macro risks like rising crude prices and geopolitical tensions persist. Experts suggest staying underweight on midcaps, long-duration bonds, and US tech giants.