New Delhi, April 23 -- Puneet Sharma, CEO and Fund Manager at Whitespace Alpha, CAT3 AIF, believes volatile markets creates larger trading opportunities as the range of price movement expands.

"Whether markets go up or down becomes secondary. The focus is on how wide the move is and how efficiently we can capture it through derivatives," Sharma said in an interview with Mint.

He points out that the consumption sector remains a strong long-term theme in India due to income growth and structural demand, while the IT sector may remain under pressure for some more time. Edited excerpts:

An all-weather portfolio today is less about prediction and more about resilience by design.

Markets are increasingly driven by macro shocks such as geopo...