Cash Levels: Fund managers’ average cash balance has risen to 6.1% in September – the highest since October 2001 after the 9/11 shock, and well above the long-term average of 4.8% as recession concerns rise, the survey said.
Gurmeet Chadha on 2 investment themes he is betting on in FY25
Gurmeet Chadha discusses market performance, capex cycles, rising retail investment, financial opportunities in HDFC, Kotak, NBFCs, and energy stocks like Power Grid, emphasizing the shift