Global Risks Drive Market Volatility; Banks, Autos, IT Offer Buying Opportunities: Centrum PMS

• Market volatility is driven by global factors like US tariff bill and geopolitical uncertainty, not domestic weakness.
• Centrum PMS advises long-term investors to build positions in select sectors now, rather than waiting for a deeper correction.
• Sectors like banks, autos, and large-cap IT are identified as attractive buying opportunities for a 2-3 year horizon.
• Key domestic factors influencing market direction include stable interest rates, rupee stabilization, and corporate earnings growth.
• Corporate earnings have seen downgrades, but Q3 results, especially from banks, show early signs of improvement.

Why It Matters: Global risks cause market volatility, but Centrum PMS sees buying opportunities in banks, autos, and IT.