In the bond market, a mix of dip-buying behavior and growth concerns has sparked a fierce rally in Treasuries after benchmark yields hit multiyear highs last month. Billions have been funneled into corporate debt, with the S&P 500’s earnings yield holding the slimmest advantage to the average yield on blue-chip bonds in over a decade
Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal
Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South
May 16, 2025