India’s trillion-dollar sovereign bond market is gearing up for a rush of foreign money in the run-up to inclusion in JPMorgan Chase & Co.’s emerging markets bond index in June.
Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces
PSU banks are poised for continued growth, with market participants confident the rally is far from over despite near-term challenges. Valuations remain attractive, and improved
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