ETMarkets Smart Talk| Markets in fair value zone; time for singles, not boundaries: Manish Gunwani

November 12, 2025

Markets are in a fair value zone with supportive macro conditions. Near-term returns are expected to be moderate due to upcoming IPOs. Investors should focus on steady opportunities. Precious metals require reasonable allocation. Indian interest rates are trending lower. Earnings are neither great nor weak. Global credit spreads and AI capex pose risks.

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