Indian equity markets are in a wait-and-watch mode, awaiting clarity on tariffs and the Union Budget’s capital expenditure focus. CIO-Equities Chakri Lokapriya highlights selective opportunities in sectors like IT, metals, and banking, while advising caution on insurance and quick commerce due to persistent competitive pressures and margin concerns.
ETMarkets Smart Talk | Fed, inflation, rupee: How investors should navigate India’s 7%+ bond yields, says Vineet Agrawal
With the 10-year government bond yield moving above 7%, investors are once again facing a key question: is this an opportunity to lock in attractive
September 22, 2026