Aveek Mitra of Aveksat Financial Advisory has been spreading bets defensively post-election, keeping minimal cash. Focusing on chemicals, IT, and pharma, he emphasizes risk management over returns. Highlighting investments in mid-smallcap, consolidation phases, and API, Mitra addresses rising investor expectations and remains adaptable, leveraging a client base built without promotion.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction