Fixed income investors should recalibrate strategies as RBI nears the end of its rate-cut cycle. With comfortable liquidity and low rate hike probability, short-term AAA corporate bonds above 7% offer better risk-reward. Accrual-oriented strategies in the short to medium segment are favored over long-duration bets. Potential Bloomberg index inclusion could boost government bonds.
Midcaps offer attractive opportunities amid volatility: Gautam Duggad
Indian companies are reporting strong earnings growth. Metals and oil & gas sectors are leading the charge. Even excluding these, growth remains robust. Auto, capital