investment strategy: Fund Manager Talk | ICICI Prudential’s quality-focused pitch for long-term gains
As markets tread cautiously in a world of stretched valuations and tempered earnings expectations, ICICI Prudential AMC is turning the spotlight back on an old faithful—quality. In this edition of Fund Manager Talk, Ihab Dalwai, Senior Fund Manager, makes a case for why it’s time to revisit this underappreciated theme as a long-term portfolio anchor.Edited excerpts from a chat:
Markets are marching to a new tune amid all the stress around tariff war and Indo-Pak tensions. How are you reading this phase, and what’s your outlook for equity markets in FY26?
We believe the market is likely to remain volatile in the near term owing to various uncertainties in the form of trade tariffs, potential US slowdown, geo-political tension to name…
