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Start adding more defensives; post Fed rate cut, passive money will come across all sectors: Sunil Subramaniam
Sunil Subramaniam advises investors to focus on defensive sectors like consumption, banking, financial services, IT, and pharma. He points out that domestic capital flows are strong despite global volatility. A cut in US interest rates is expected to benefit equities and emerging markets. Fund managers play a crucial role in sector allocation.