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Despite rate cuts by the Reserve Bank of India, Indian government bond yields show stability. The corporate bond market sees substantial growth but limited depth. Corporate bond issuances surge due to lower rates and strong corporate intent. The U.S. debt situation influences global bond markets. Reforms are essential to deepen Indias corporate bond market further.
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News and Media
SAMCO Mutual Fund's CEO, Viraj Gandhi, suggests multi-asset funds for navigating volatile markets, emphasizing diversification across equities, debt, and gold. While Nifty valuations are slightly premium, strong earnings growth is awaited. Financial services, pharmaceuticals, and healthcare sectors show promise, but geopolitical risks remain a concern for investors.
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News and Media
Helios Mutual Fund's CEO, Dinshaw Irani, expresses a negative outlook on the auto sector, particularly PVs, citing EV competition and potential tariff implications from trade agreements. While favoring new-generation EV two-wheeler players, he remains cautious about stretched valuations in consumer staples and QSRs. Irani maintains a positive view on BFSI, hospitals, and tourism sectors, supported by strong performance metrics.
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News and Media
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