Lakshmi Iyer of Kotak Investment Advisors discusses India’s inward-focused economic strategy, fueled by rising rural and urban consumption and supported by the BFSI sector. Despite global growth concerns and fluctuating dollar dynamics, India’s bond market remains attractive due to domestic institutional support and potential US rate cuts, with impending global index inclusions further bolstering bond yields.
Vikas Khemani bets big on IndiGo, BHEL, and PSU banks amid market volatility
Vikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, with selective contra plays like IndiGo.