We are focusing more on the bottom-up strategy rather than the top-down strategy. So, wherever we see earnings surprises, wherever we see non-linearity, either in terms of earnings growth or possible multiple expansion, that is where we are basically moving towards.
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
December 9, 2025