“Buy Indian markets in a staggered manner, focusing on domestic sectors like IT and realty. Valuations are attractive, with the Nifty trading below its long-term mean. IT valuations have compressed, with large-cap names like HCL Tech, Infosys, and TCS offering a safe entry point. For the industrials space, Cummins, NCC, and Siemens Energy are overweight picks due to their domestic and energy-transition tilt.”