Rahul Chadha turns constructive on India, backs banks and manufacturing
In short
Rahul Chadha of Shikhara Investment said he remains constructive on India. He sees the recent AI trade volatility as only a temporary breather and likes private banks, manufacturing, healthcare and consumer internet stocks.
He also favours some small- and mid-cap names. The call points to a positive view on selected Indian equity themes.
What the reporting says
Rahul Chadha, Founder and CIO of Shikhara Investment, said he remains constructive on India and sees recent AI trade volatility as a temporary breather, according to a CNBC TV18 Market summary. He favours private banks, select small- and mid-caps, manufacturing, healthcare and consumer internet names. The stance points to continued interest in domestic growth-linked sectors and selected equity themes.
Why it matters
Rahul Chadha, Founder and CIO of Shikhara Investment, said he is overweight on India and views recent AI trade volatility as temporary. He named private banks, selected small- and mid-caps, manufacturing, healthcare and consumer internet as preferred areas. The view matters for investors watching sector allocation and India equity positioning.