Indian investors are learning the importance of diversifying beyond domestic equities. Mahesh Nandurkar of Jefferies highlights the need for global exposure. He also notes the Union Budget has become less of a market mover. Corporate earnings are expected to significantly improve next year, driven by factors like inflation and stabilizing interest rates. Nandurkar is optimistic about future market growth.
Global Market: Euro zone bond yields hit near one-month high as oil surge fuels ECB rate hike bets
Euro zone government bond yields reached their highest levels in nearly a month. This rise followed a sharp jump in oil prices and heightened inflation
July 8, 2026