Srikanth Subramanian says: “In 2024, if the much-anticipated rate cuts do happen, one factor of uncertainty would be behind us. So, a majority of the money getting freed up from treasuries or fixed income per se will tend to move to equities. And with Gold having a yearly outlook is quite challenging, largely because gold is a hedging bet.”
ETMarkets Smart Talk: Growth vs Value – Sonam Srivastava on navigating the next leg of the market rally
While a soft landing remains a possibility, the market’s performance will depend on how effectively central banks navigate interest rate adjustments and how global economies