In an interview, Puneet Sharma, CEO and Fund Manager at Whitespace Alpha, discusses the current investment landscape marked by volatility and macroeconomic uncertainties. He asserts that the consumption sector in India presents a robust long-term theme driven by income growth and structural demand. Conversely, the IT sector is likely to remain under pressure due to unclear global demand and technology spending. Sharma advocates for a market-neutral strategy, which allows investors to capture price movements without relying on market direction, especially in a high-volatility environment. He notes that oil prices remain a significant variable affecting inflation and market stability, making a market-neutral approach increasingly relevant. Additionally, Sharma highlights the shift in ultra-high-net-worth individuals (UHNI) portfolios towards structured investments that provide consistent returns, complementing traditional assets like real estate. He concludes that the focus should be on disciplined execution and robust risk management rather than reacting to market fluctuations.