Sudip Bandyopadhyay highlights selective bottom-up investment opportunities in chemicals, defense, energy, retail, and telecom sectors amid market consolidation and improving corporate fundamentals. FIIs show early inflows, supporting a positive long-term outlook.
IRDAI clears investments in private companies, eases infrastructure funding norms
IRDAI has expanded insurers’ investment options by permitting investments in private limited companies, infrastructure SPV debt and repo, reverse repo and government securities lending transactions.