In conversation with Riddhima Bhatnagar of Business Today, Shibani Sircar Kurian, EVP, Fund manager and Head of Research, Kotak MF tells us her take on market valuation and correction. She also tells us the sectors she is bullish on and what sectors will benefit from US tariff implications. She also tells us the ideal portfolio investors can have in volatile markets and talks about the gold rally at the current time.