“The risk of de-rating is on the lower side for banks, while it seems very high for most other sectors,” said Kotak’s analysts including Sanjeev Prasad, Anindya Bhowmik and Sunita Baldawa in a note to clients.
If you see the weight of dollar index itself, 55% is indirectly the euro, then the Swedish Krona, and then the Yen, like all three
Nilesh Shah, MD of Kotak AMC, highlights the performance of gold and the Nifty, noting gold’s potential for great returns. He discusses market fundamentals, recommending
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