Market Reset or Opportunity? | Anirudh Garg on Valuations, Pharma Bets & Tech Outlook | CNBC TV18

Anirudh Garg, Fund Manager at INVasset PMS (www.invasset.com), which is an Award Winning Quant Portfolio Management Service for HNIs and NRIs, joins CNBC TV18 to discuss a marked shift in strategy — from holding high levels of cash to becoming fully invested in equity markets.

He explains how falling valuations across mid and small caps, SIP slowdowns, and rising market fear have presented a high-conviction entry point. Despite macro risks like U.S. tariff fears and systemic uncertainties, INVasset sees this phase as an opportunity rather than a threat.

Anirudh outlines INVasset’s increased allocations toward pharmaceuticals, especially CDMO/CMO segments, driven by growth and structural tailwinds. He also shares his selective view on chemicals, tech, FMCG, and New Age companies. While maintaining a cautious eye on potential global disruptions, INVasset is actively positioning for India’s next growth cycle.

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Disclaimer:
The content in this video is intended solely for educational and informational purposes. It does not constitute investment advice or a recommendation to buy or sell any financial products. INVasset PMS is a SEBI-registered Portfolio Management Service, but viewers must do their own due diligence and consult certified financial professionals before making investment decisions.

Opinions expressed in this video are solely those of the speaker and do not necessarily reflect the official policy or position of INVasset PMS. Market investments carry risks, and past performance is not indicative of future results. INVasset is not responsible for any direct or indirect loss from the use of this content.

This video may feature media representatives or collaborators; their views are their own, and INVasset does not endorse any third-party content unless explicitly stated.

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Видео Market Reset or Opportunity? | Anirudh Garg on Valuations, Pharma Bets & Tech Outlook | CNBC TV18 канала Anirudh Garg, INVasset PMS