Sujan Hajra from Anand Rathi Group remains optimistic about India’s growth and equity market, anticipating 12-13% annualised returns from large-cap equities. Despite global volatility and tariff tensions, India’s resilient macro fundamentals and reasonable valuations support this outlook. He suggests overweighting financials and IT, while underweighting automobiles and FMCG, advocating for a balanced portfolio with fixed income for stability.
RBI can’t be very aggressive in cutting rates if Fed is not doing so in USA: Swaminathan Aiyar
Swaminathan Aiyar suggests the Reserve Bank of India might lower interest rates. This decision hinges on a possible US recession. The US Federal Reserve’s approach
June 26, 2025