<ul><li>Rahul Chadha, CIO of Shikhara Investment Management, believes the long-term structural story of the Indian markets is still strong.</li><li>Chadha expects base-case tariffs in the 10-20% range for most economies, with China facing higher rates of 20-30%. He sees value in Indian large-cap banks and is optimistic about the midcap sector, particularly in travel, tourism, and hospitals.</li><li>Chadha suggests that India could benefit from the ongoing shift in global supply chains, similar to the structural change seen after China joined the World Trade Organisation. He emphasizes the need for India to create a conducive environment to attract industries.</li><li>Chadha also expresses bullishness on gold as a safe investment in uncertain times, with expectations of gold performing well in the near future.</li></ul>

What To Buy In India: Shikhara's Rahul Chadha On Gold, Banks And Travel Themes

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