Sandip Sabharwal suggests that market macros are favorable with decreasing inflation and interest rates, alongside increasing government spending. He believes geopolitical tensions are easing, creating a positive environment despite investor hesitancy. While advising investors to remain invested, he suggests staggering new investments. He also notes Reliance’s potential for growth hinges on its investment cycle and cash flow generation.
Sebi revises reporting norms for AIFs, introduces annual activity report
Sebi has revised the reporting framework for Alternative Investment Funds, replacing detailed quarterly submissions with a comprehensive annual report, reducing compliance burden, improving ease of
March 4, 2026