Why Pankaj Tibrewal Says It’s Time to Deploy Cash Now? | Sonia Shenoy Podcast

This episode was recorded on 7th October 2026. On this episode of The Money Mindset , we sat down with Pankaj Tibrewal of Ikigai Asset Management , a market veteran with over 25 years experience. last year on our Diwali special show, Pankaj Tibrewal was one of the few market experts who was cautious on India. Now , after 2 years of Indias underperformance , Pankaj has turned constructive on Indian markets. He believes the risk reward is now favourable for long term investors to invest in the Indian markets. on this episode we spoke about: -How the risk reward is now favourable to invest in India -Which are the sectors he is bullish on ? -a deep dive into the Europe+ 1 opportunity in manufacturing -why he is cautious on US markets now after the big run up -Why gold has to be a core asset in your portfolio now Any feedback on the episode, would love to hear it Also, If you’d like some help figuring out what your money should be doing next, I’ve started The Wealth Club — a community for people who want to build and manage their wealth more thoughtfully. It’s powered by a team of SEBI registered wealth managers who will help you achieve your financial goals. There’s a short form in the description below. Fill it in, and the team will get in touch to understand your portfolio and what you’re looking for. https://forms.zohopublic.in/thewealth... 00:00 - Introduction 00:22 - Welcoming Pankaj Tibrewal of Ikigai Asset Management 00:44 - Why He's Turned Bullish on India 01:44 - The "Two Indias" Inside the Market 03:14 - Strong Economy, Weak Market 04:18 - Why Foreign Investors Left India 06:28 - US Growth & the AI Trade Risk 09:38 - Why Now Is the Time to Deploy Cash 11:14 - The 4 Sectors to Invest In 16:05 - Europe +1: India's Manufacturing Opportunity 22:02 - Why He's Cautious on US Markets 23:05 - How Much Gold Should You Own? 25:28 - Advice for Frustrated Investors 28:08 - Closing Thoughts Think you belong on The Money Mindset Show ? Fill out this form and we will get in touch 👇 https://docs.google.com/forms/d/e/1FA...