• Global supply chains: Ongoing geopolitical shifts require countries and organizations to re-strategize, creating opportunities as models transition from "just-in-time" to "just-in-case."
• Equity allocation strategy: Investors are advised to avoid reacting to news flow, maintain disciplined asset allocation through SIPs, and potentially enhance equity exposure during periods of heightened volatility.
• March SIP inflows: Domestic investor participation has shown strong maturity, with AMFI's upcoming March data expected to reach an all-time high for SIP numbers.