SBI Mutual Fund’s equity strategist Pradeep Kesavan adopts a balanced investment approach amid uncertain market conditions. He suggests a near-equal allocation to equity and fixed income, supplemented by gold for geopolitical hedging. While large caps are favored over small and mid-caps due to valuation concerns, BFSI and life insurance sectors appear promising.
Rising bond yields and inflation remain key risks for markets: Candace Browning
Global investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate profits and expectations of easy monetary policy are supporting