Incrementally from the current levels given that the portfolio yields are looking attractive, domestic investors by and large seem to be under allocated or seems like they are very much at the short end of the yield curve so therefore a case for adding allocations at the current juncture and increasing the duration also makes a lot of sense.
Macro headwinds are behind us; largecaps poised to outperform: Prashant Jain
India’s equity markets are poised for a positive turn as economic challenges recede, according to Prashant Jain. He highlights strong domestic fundamentals, improving external balances,
July 2, 2026