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Market Meltdown: Experts Advise Bottom-Up Picking, Asset Allocation Amidst Deepening Sell-Off
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CNBC TV18•01-10-2026, 16:20
Market Meltdown: Experts Advise Bottom-Up Picking, Asset Allocation Amidst Deepening Sell-Off
- •Indian stock market logs eighth consecutive weekly loss, wiping out nearly ’20 lakh crore in market capitalisation.
- •Pramod Gubbi of Marcellus Investment Managers recommends bottom-up stock picking and diversified asset allocation including commodities.
- •Rahul Sharma of JM Financial Services notes heavily oversold technical indicators, predicting a sharp relief rally for Nifty.
- •Deven Choksey of DRChoksey Finserv suggests current capitulation could lead to a panic bottom, creating opportunities in quality stocks.
- •Pankaj Tibrewal of IKIGAI Asset Manager highlights consumer-facing sectors, financials, metals, and agro commodities as attractive.
Key Questions Answered
Pramod Gubbi suggests a broad allocation of 60% equities, 20% fixed income, and 20% commodities for investors with a moderate risk profile, noting that real assets or commodities fill a crucial gap in the current global environment.
Rahul Sharma identifies the 22,000 to 22,182 range on the Nifty as a key zone that could trigger a relief rally, noting that heavy oversold indicators suggest a sharp market rebound.
Pankaj Tibrewal is closely monitoring consumer durables, home improvement, and consumer discretionary sectors as B2C businesses begin to look attractive, alongside financials where earnings growth is starting in private sector banks.
