Linked to that is bond yields because as commodity prices and inflation goes up, interest rates went up, we saw that in 21, 22, 23 and you will find that even there, there is a talk about now the Fed cutting.
Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal
Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South