Which sectors are immune to global events? Where should you invest with current global factors in mind? Mihir Vora believes that India’s growth trajectory, compared to major global economies, is expected to outperform. He highlights that domestic-focused sectors such as banks, NBFCs, financial services, and insurance are poised to be key drivers of the Indian economy. These sectors, being a significant part of the market, are likely to fuel market growth as well. Mihir Vora also emphasizes the resilience of the consumption theme, which is expected to remain relatively immune to both domestic and global challenges. Other investment-focused sectors, including real estate, manufacturing, and capital goods, are also set to perform well. However, he is underweight on IT, metals, and energy sectors due to their strong correlation with global prices. Pharmaceuticals, on the other hand, offer a balanced outlook. Watch this excerpt for his full analysis on sectors to watch in the current market climate.