Ajay Khandelwal highlighted India’s long-term structural shift driven by reforms, technology, and domestic manufacturing.
He warned that U.S. tariffs could disrupt China+1 strategies and Make-in-India plans.
Khandelwal emphasized the QGLP philosophy—Quality, Growth, Longevity, Price—for sustai
nable portfolio construction.
While Q1 earnings were lackluster, a rebound is expected from Q2–Q3 across sectors.
Investors should maintain calibrated exposure to equities, gold, and debt.
Long-term optimism persists amid structural momentum.
Inflation, tariffs, and global uncertainty remain nea
r-term risks.
Portfolios need a multi-asset mix aligned to India’s growth trajectory.
Investment philosophies grounded in fundamentals may outperform volatility strategies.
Khandelwal’s outlook is a forward-looking guide amid geopolitical ambiguity.