Daljeet Kohli Advocates Gradual Capital Deployment Amid Market Uncertainty
Investors should start deploying capital gradually: Daljeet Kohli
The Economic TimesImage: The Economic Times
Independent Market Expert Daljeet Kohli suggests that investors should begin deploying capital gradually, as the worst of recent geopolitical tensions may be behind us. He recommends a phased investment strategy focused on long-term sectors like power and AI, while remaining cautious of market volatility.
- 01Daljeet Kohli believes the worst of geopolitical tensions is likely over.
- 02He advises a phased investment approach, starting with 15-20% capital now.
- 03Kohli identifies power, AI, and metals as key sectors for investment.
- 04Financing companies like Power Finance Corporation and REC Limited may see improved valuations.
- 05Investors should focus on long-term themes while being mindful of market volatility.
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In a recent interview, Daljeet Kohli, an Independent Market Expert, expressed a cautiously optimistic view on market conditions, suggesting that the worst impacts of geopolitical tensions may have passed. He advocates for a gradual investment strategy, recommending that investors allocate 15-20% of their capital now and consider adding more during market dips. Kohli emphasizes the importance of long-term themes, particularly in the power sector, which he sees benefiting from a push for energy security. He also highlights opportunities in AI-related sectors like semiconductors and data centers, as well as potential momentum in metals due to supply disruptions. Additionally, he draws attention to financing companies such as Power Finance Corporation and REC Limited, which may improve in valuation following increased activity around a potential merger. Kohli's overall message encourages investors to adopt a staggered approach rather than attempting to time the market perfectly, focusing on structural themes while remaining aware of evolving risks.
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Investors may see improved portfolio performance by gradually investing in resilient sectors, potentially leading to better long-term financial stability.
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