•Trideep Bhattacharya, CIO-Equities at Edelweiss AMC, advises investors to prioritize data over short-term news reactions.
•He highlights that market corrections during geopolitical events are primarily due to rapid risk premium adjustments, with earnings impact emerging later.
•Bhattacharya maintains a positive outlook on India’s medium-term earnings growth.
•He favors companies demonstrating strong pricing power and resilience in volatile macroeconomic environments.
