Puneet Sharma shares insights on navigating market volatility. Indian markets are reacting positively to global events. Sectors like FMCG and auto ancillaries may benefit from monsoon and tax relief. For 2025, consider ETFs for diversification. A 60:40 equity-debt split is suggested for medium to high-risk investors. Staying invested and trusting the process is crucial.
Technology to drive consolidation in broking and asset management: Saurabh Mukherjea
Saurabh Mukherjea of Marcellus Investment Managers anticipates profit margin compression in the AMC sector due to increased competition. He suggests potential US tariffs on India