Ashwini Agarwal recommends balanced equity allocation amid lofty valuations

Ashwini Agarwal of Demeter Advisors suggests staying invested despite valuation concerns, advising against cash calls for retail investors. He highlights the strength of the ‘buy the dips’ strategy, while acknowledging potential risks from global economic factors. Agarwal favors chemicals and pharma, noting long-term shifts in the pharma sector and the impact of crude oil prices on chemical companies.