Chakri Lokapriya of LGT Wealth India suggests allocating 20-30% of portfolios to fixed income for stability amidst market volatility. He anticipates a 10-12% Nifty gain for CY2025, contingent on US tariff negotiations, and highlights electronics, semiconductors, and energy as promising sectors. Investors should focus on stocks with strong earnings visibility in a stock picker’s market.
India Inc reduced overseas bond issues on local liquidity, rupee fall
Indian companies scaled back overseas bond issuances as improved domestic liquidity and a weaker rupee made local fundraising more attractive.