INCOME TAX25 Sept 2026
‘Elevated volatility is now a permanent feature’: Templeton’s Rajasa K. | Mint
Templeton's Rajasa K. says market volatility is now a permanent feature after two years of tariffs, artificial intelligence disruption, foreign investor outflows and geopolitical tension. She still sees resilient corporate earnings and growth in banks, manufacturing and defence. For long-term investors, that means watching crude oil above $100 and focusing on quality businesses rather than headlines. Review your holdings calmly.
Key Statutory Highlights
- Rajasa K., vice president and portfolio manager for India equities at Templeton Global Investments, remains constructive on Indian equities.
- She says corporate earnings have stayed healthy even through geopolitical tension, though crude oil sustained above $100 is a concern.
- She says many newer growth sectors are concentrated in small and midcap stocks, a fertile hunting ground even though headline valuations look expensive.
Actionable Advice for Taxpayers / Founders:Check how much of your portfolio sits in small and midcap stocks and banks, watch crude oil prices, and review your long-term goals. Treat this as one fund manager's opinion, not a promise of returns.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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