Edelweiss Mutual Fund maintains low cash levels, believing in stock picking over market timing. Radhika Gupta highlights SIPs as a reliable investment strategy. Smallcap returns have recovered, but earnings growth is crucial. The firm avoids taking cash calls in equity funds, focusing on sector selection. Gupta advises a balanced asset allocation with fixed income, gold, and international funds.
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