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.
Mcap of 8 of top-10 firms erodes by Rs 1.55L cr
Recently, the market witnessed a downturn, with eight of the leading firms in India suffering major valuation losses. The declines of HDFC Bank and Bajaj