Tall ask for policymakers as growth risks persist despite positive rural signals: HSBC MF

Despite RBI’s confidence in maintaining a 6.5% GDP growth for FY26 and projecting 6.6% for Q1 FY27, HSBC Mutual Fund’s Shriram Ramanathan expresses caution. He acknowledges tailwinds from rural consumption and resilient services but notes concerns about urban discretionary spending and tepid private capex. Ramanathan emphasizes the need for policymakers to balance growth confidence with […]

Corporate bonds in 2–3 year segment offer ‘best bang for buck’: Shriram Ramanathan

Investors might consider shifting to shorter-maturity corporate bonds. Shriram Ramanathan from HSBC Mutual Fund suggests focusing on two- to three-year bonds. These bonds offer attractive yields with lower risk. Rate cuts depend on growth and US Federal Reserve actions. Short-duration funds and medium-duration funds are good options. Income-plus-arbitrage funds offer tax efficiency.

Sonam Srivastava’s Independence Day guide to building a self-reliant portfolio

Sonam Srivastava outlines aligning investments with India’s self-reliance vision for financial independence. The focus is on sectors like defence, renewables, and digital infrastructure, crucial for economic strength. Investors can balance domestic support with global opportunities, manage risks, and celebrate Independence Day by strategically allocating to sectors driving India’s growth.