Sabharwal sees market correction due to weight, not elections. Global markets flourish, India shifts investments to China. Sabharwal says: “My base case is continuity and to that extent we would be more near 12% to 15% cash and waiting to buy into stocks and sectors which we think would offer outperformance potential over the next one year.”
Global bond slump looks painful, but its nothing like the 2022 rout
Global bond markets are experiencing a selloff, though less severe than four years ago. Current yield increases are smaller, providing some market reassurance and new
September 3, 2026