Stocks to Buy – Navigating Market Uncertainty: Ajay Bagga on Tariffs, Sectors and Strategy – Tariff tensions rising

Ajay Bagga identifies defensives such as pharmaceuticals, FMCG, and utilities as likely outperformers amid global volatility. He sees particular promise in pharma, especially if India strikes a beneficial deal with the U.S. At the same time, Bagga believes financials and industrials remain strong long-term plays due to their structural advantages.