By Martin Shwenk Leade
Valentis Advisors’ Jyotivardhan Jaipuria suggests focusing on domestic opportunities amid US tariff uncertainty. He favors banking due to attractive valuations and cement stocks, anticipating consolidation to boost earnings. While cautious on consumer staples due to valuation concerns, Jaipuria sees potential in consumer discretionary and advises sticking to domestic names to mitigate tariff risks.