The RBI’s policy pause signals the end of easy money, but elevated bond yields present tactical opportunities, especially at the longer end. Despite record borrowing, real yields remain compelling, with supply dynamics shaping the yield curve. Investors should watch for signals before entering long-duration funds.
PSU rally shows momentum, but strategic picks remain in defence and power: Dharmesh Kant
Public sector stocks are experiencing a surge, with defence and power sectors showing promise due to robust order books and improving execution. While defence is