SBI Mutual Fund’s equity strategist Pradeep Kesavan adopts a balanced investment approach amid uncertain market conditions. He suggests a near-equal allocation to equity and fixed income, supplemented by gold for geopolitical hedging. While large caps are favored over small and mid-caps due to valuation concerns, BFSI and life insurance sectors appear promising.
FMCG could outshine, IT guidance key this earnings season: Narendra Solanki
India’s Q1 earnings season kicks off with a focus on sectoral performance. While banking, manufacturing, and auto ancillaries are poised for steady gains, the IT