Growing speculation that the Fed is done hiking rates and will start cutting by mid-year is fueling a sharp drop in Treasury yields and rekindling investors’ risk appetite. The S&P 500 Index has added roughly $4 trillion in market value since late October, as traders rush into beaten-down areas of the market like small caps, which typically benefit from falling borrowing costs.
Deven Choksey on 3 themes that are right for investing in a volatile market
Deven Choksey is optimistic about investing in the metal sector due to stable energy prices and rising consumption. He also sees opportunities in some NBFCs
October 8, 2024