Seth R Freeman discusses the conflicting signals in the market, with equity upticks clashing with bond yield concerns. He notes the weakening dollar’s positive impact on emerging markets, particularly Brazil, while India’s prospects hinge on geopolitical factors, especially China. Given current uncertainties like trade tensions, Freeman favors fixed income as a safer investment for the remainder of the year.
Stock selection holds key as earnings & valuation gaps widen: Tata MF’s Chandraprakash Padiyar
Stock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to Chandraprakash Padiyar, senior fund
September 28, 2026