Union AMC’s Sanjay Bembalkar remains positive on equities despite the recent rally, favoring consumer discretionary, industrials, and financials. He advises caution on narrative-driven sectors lacking fundamental strength, suggesting potential corrections. Bembalkar recommends a diversified portfolio with 20-25% in gold/silver and a systematic investment approach for equities, considering near-term volatility.
Mark Mobius, pioneer of emerging markets investing, dies at 89
Mark Mobius, a pioneer of emerging markets investing, has died at 89. Known for decades at Franklin Templeton Investments, he championed opportunities across developing economies,
April 15, 2026