Market Corrections Present Selective Buying Opportunities Amidst Improving Earnings

Market corrections are creating selective buying opportunities for long-term investors as earnings improve, according to Aniruddha Naha of PGIM India Asset Management. He suggests building portfolios over the next six to twelve months, noting that sectors like autos, commodities, and PSU banks show promise. While inflation and volatility persist, Naha believes price corrections combined with better fundamentals offer a "double positive" for investors willing to wait for earnings to fully absorb current pressures.