Stay invested, go for defensives or companies with high earnings certainty now: Pawan Parakh

Pawan Parakh from Geojit Financial Services noted that ongoing geopolitical tensions could have prolonged effects. He advised investors to focus on defensive stocks or companies with high earnings certainty, given the high valuations and market volatility. Parakh highlighted pharma as a key sector due to structural tailwinds and suggested caution in agrochemicals due to uncertainties in China.

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