SEBI’s move to unbundle statutory levies from mutual fund TER aims for transparency, but Feroze Azeez of Anand Rathi Wealth cautions against excessive cost tinkering. He believes structural clarity is welcome, but drastic cost cuts could harm the thin-margin business and investor outcomes, advocating for scale over penny-wise reductions.
Private Banks, Energy and IT offer value in subdued market: Mark Matthews
Mark Matthews of Julius Baer highlights silver’s fundamental strength driven by industrial and defense demand, while gold’s support comes from Indian household wealth. He anticipates