With gold having outpaced equities over the past year, Gubbi suggests that now may be the time to rebalance—reducing gold exposure and increasing equities, provided initial allocations were aligned with long-term goals.
Fund Manager Talk | Don’t ignore smallcaps: HSBC MF CIO on where growth lies in FY26
HSBC MF’s Venugopal Manghat says smallcaps are gaining on strong fundamentals, not just liquidity. Despite global risks, domestic growth drivers remain robust. Retail investors show