In a market environment characterized by elevated valuations and global uncertainties, a diversified investment approach takes center stage. While optimism prevails in certain sectors and the broader markets, it's essential to remain vigilant about the potential impact of global risks on India's investment landscape. This calls for a balanced allocation strategy. In an interview with Teena Jain Kaushal, Editor-Money Today, Business Today a 40:40:20 framework is recommended by Rahul Singh, Chief Investment Officer, Equities, Tata Mutual Fund. He also shares his outlook on the stock markets and the themes and strategies which are likely to play out in future.