Bernstein said that as organised retailers scale up, tremendous value creation opportunities can be accessed currently by unlocking demand beyond the top 40 cities and the top 10% of the pyramid of the Indian middle-class market.
ETMarkets Smart Talk: Fixed income attractive with rate cuts ahead; 20–40% allocation advisable for risk hedge, says Tanvi Kanchan
Amidst market volatility, Anand Rathi’s Tanvi Kanchan suggests a 20%-40% fixed income allocation for portfolio stability. She anticipates a stock-specific market in FY26, driven by