Neeraj Gaurh of Axis Securities advises investors to balance market excitement with geopolitical risks. Markets may correct 5-8%, but investors can deploy lump sum investments in good stock ideas when they have valuation comfort, when growth is accelerating, or when RoEs are improving.. Cyclicals are driving earnings growth, and banking underperformance may reverse when liquidity conditions improve.
Sebi’s new ETF rules apply today: What changes from September 7 and how they impact investors?
Sebi’s revised ETF trading rules have come into effect from September 7, changing how price bands and reference prices are determined. The new framework introduces