Despite a recent market rally, concerns linger over the impact of FII outflows and global economic factors on emerging markets like India. While certain sectors show promise, experts believe market volatility will persist. Positive regulatory developments and anticipated government spending offer hope for future growth in sectors like infrastructure and manufacturing.
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
July 15, 2025