GoalFi suggests a balanced investment approach, mirroring an IPL team, with financials as the anchor due to strong credit growth. Consumer-facing sectors lead the top order, driven by demand revival, while manufacturing and capital goods offer mid-overs acceleration. Select digital and tourism themes provide tactical opportunities for match-winning returns, creating a portfolio for diverse market conditions.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction