New Delhi, April 30 -- Last month, we shared some thoughts on how we could navigate the investment landscape during these uncertain times, especially with all the noise around tariffs.

While the immediate threat seems to have been pushed aside, the story isn't over yet.

Tariffs may not directly hit India as hard as other nations. However, if the US - a major market for many global companies - dips into a recession, there will be ripple effects.

Instead of trying to guess who might win or lose from these trade and tariff games, it's better to focus on companies that can stand strong through it all.

And here's the silver lining on tariff clouds- recent market corrections have brought down the prices of many quality stocks.

This makes i...