BlackRock stays bullish on Indian bonds after narrow Modi win

Neeraj Seth, chief investment officer at BlackRock, predicts that India’s fiscal consolidation under Modi’s leadership will continue. Cooling inflation may lead the Reserve Bank of India to ease later this year, supporting the preference for longer duration bonds like the seven and 10 year ones.

20 stock ideas to rebalance your portfolio after PM Modi gets fractured mandate

The narrow majority for the ruling party in the election and demanding coalition partners may demand portfolio rebalancing and increased volatility in the short-term. InCred Equities suggests that the BJP not coming into power with a strong majority may favour an upgrade of defensive names Dabur and Zydus Life science. Here is a list of […]

Big movers on D-Street: What should investors do with HUL, IRCTC and RVNL?

After enduring their most significant single-day decline in four years, benchmark indices Sensex and Nifty both surged by over 3% each. This impressive rebound was fueled by substantial value buying from investors, particularly as NDA alliance partners initiated discussions on government formation.