Foreign ownership of Indian government bonds surged in August, driven by expectations of a US rate cut and JP Morgan’s inclusion of local debt in its index. This trend is likely to continue as global portfolio managers seek emerging market assets, with India benefiting from strong fundamentals and resilient economic data.
ETMarkets Smart Talk – Missed the 2025 Rally? Don’t chase—ease in with SIPs & structured debt: Puneet Sharma
Puneet Sharma of Whitespace Alpha advises caution for investors in 2025. He suggests a phased approach using SIPs and structured debt. Sharma highlights India’s strong