Knee-jerk reaction
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StanChart Wealth: India markets 'drifting', not 'dumping', despite tariff threats
Youtubeยท 2025-09-29 12:48
Group 1 - The recent sell-offs in certain sectors may have been driven by knee-jerk reactions to news, particularly regarding H-1B visas impacting American tech companies more than pharmaceutical companies [1][2][3] - The market is currently in a "wait and see" mode, leading to a gradual decline rather than a sharp drop, indicating a healthy correction [4] - The Indian economy is expected to be driven by domestic consumption and financial sectors, which are currently favored for investment [5] Group 2 - There is a concern that repeated knee-jerk reactions may lead to investor fatigue, making them less responsive to future market movements [6] - To manage volatility, there is a strategy of being overweight in gold and exploring alternative assets, emphasizing the importance of portfolio diversification [7][8]