In this insightful episode, Rukun Tarachandani, Fund Manager at PPFAS Mutual Fund, shares his expert perspective on navigating today's volatile equity markets amid global uncertainties. He discusses the impact of geopolitical tensions, US tariffs, and fluctuating valuations on Indian markets, while emphasising the importance of bottom-up stock selection grounded in strong fundamentals. Learn why PPFAS maintains a hefty cash buffer, how they identify opportunities in private banking and energy transitions, and their disciplined approach to corporate governance, cash flow strength, and valuation discipline.

 

Whether you're an equity investor or exploring dynamic asset allocation strategies, this conversation offers actionable insights to build resilient portfolios and confidently face market volatility.