New Delhi, Nov. 6 -- In this interview, Sanjay Kumar discusses building resilient portfolios, navigating equity and fixed-income opportunities, and balancing returns with long-term policyholder commitments. He also shares his perspective on the structural themes shaping India's investment outlook, from manufacturing and private-sector capital expenditure to artificial intelligence

In periods of heightened uncertainty, resilience becomes more important than attempting to predict short-term market movements. In such conditions, businesses with durable competitive positions and resilient earnings profiles are generally better placed to navigate such challenges. Our focus remains on businesses with quality management, sound governance, healt...