The RBI’s policy pause signals the end of easy money, but elevated bond yields present tactical opportunities, especially at the longer end. Despite record borrowing, real yields remain compelling, with supply dynamics shaping the yield curve. Investors should watch for signals before entering long-duration funds.
Pharma, Auto, and IT: Pankaj Pandey shares sectoral insights amid global challenges
Pankaj Pandey shares insights on Indian sectors facing US tariffs. He sees limited impact on pharma growth but potential benefits for Jubilant Pharma and Piramal