Aniruddha Naha, the Executive Director and Chief Investment Officer at PGIM India Asset Management, is focusing on rural India's revival and agrochemicals as key investment opportunities amid current market pressures. He notes that mid and small-cap stocks have demonstrated unexpected resilience, despite concerns over crude oil prices and inflation impacting India's economy. Naha predicts that earnings could decline by 5-10% in FY27 due to margin pressures but believes that the market could rebound strongly in FY28 once geopolitical uncertainties, particularly in the Middle East, stabilize. He encourages investors to seize the opportunity to build their portfolios during this challenging period. Naha specifically highlights the potential for growth in rural consumption, citing rising food and agricultural prices that could boost rural household incomes. He favors investments in fertilizer companies, agrochemical firms, and value retail chains catering to rural consumers. Additionally, he sees potential in auto and auto ancillary stocks focused on electric vehicles, while avoiding sectors like lending, infrastructure, and IT, which he believes are currently unattractive due to economic conditions.