Capitalmind MF CEO Deepak Shenoy warns that India’s market rally lacks breadth despite Nifty’s record highs, with smallcaps still down 5% in 2025 and valuations stretched. He explains why RBI must consider rate cuts amid low inflation, what FIIs are waiting for, and where opportunities lie across midcaps, financials, manufacturing, and public-sector banks.
ETMarkets Smart Talk | Fed, inflation, rupee: How investors should navigate India’s 7%+ bond yields, says Vineet Agrawal
With the 10-year government bond yield moving above 7%, investors are once again facing a key question: is this an opportunity to lock in attractive
September 22, 2026