But the thing that really stands out for me at the moment are the things that I am working on, which takes up my time, is essentially the allocations to pharma, IT and FMCG and identifying stocks in that place.
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