Mutual funds: The Budget 2025 focuses on governance, fiscal consolidation, and boosting consumption through tax cuts. Lower reliance on small savings and increased market borrowings may impact bond yields. RBI’s liquidity measures and policy decisions will be key market drivers. The yield curve may steepen, with SDL borrowings affecting spreads in the near future.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is