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Earnings momentum starting to slow down; margins may falter in Q4 & Q1: Pankaj Tibrewal
Pankaj Tibrewal of IKIGAI Asset Manager discusses market trends, emphasizing trust, performance, and purpose. He advises on investment opportunities in pharma, chemicals, and private banks while cautioning against risky stocks and advocating selective stock picking. He also says: "We believe that the recent correction is very small compared to the larger returns in the past one year."