Anurag Singh observes an “everything rally” across asset classes, driven by anticipated central bank rate cuts and signs of geopolitical stability. He remains optimistic about India’s domestic market resilience, advocating for a 70-30 equity-debt portfolio. Singh expresses caution on gold and Bitcoin, favoring traditional equity and bond investments.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap