Amidst market volatility, Anand Rathi’s Tanvi Kanchan suggests a 20%-40% fixed income allocation for portfolio stability. She anticipates a stock-specific market in FY26, driven by earnings and domestic demand, with sectors like banking and infrastructure poised for growth. While small and midcaps show improved profitability, careful stock selection remains crucial for investors.
Bond supply may outweigh demand, push yields higher
Bond yields in India are anticipated to increase in the latter half of this fiscal year. This rise is primarily due to higher government borrowing
September 30, 2026