Asset Class Outlook – Property
Real Estate: Significant price erosion in recent years
Real Estate had a good run from 2000 to 2010 driven by
Prices have witnessed a downward trend in past 3 years
EQUITY IS AN EXPERTS GAME, THE BEST WAY TO GAIN EXPOSURE IS THROUGH MUTUAL FUNDS OR THROUGH SPECIALISTS
An assessment of the US technology sector amid rising interest rates, highlighting valuation pressures on innovation stocks and relative strength in semiconductors and biotechnology.
Equity markets corrected ~11% from recent peaks, creating selective value across banking, pharma, IT, and PSU sectors. Medium- to long-term outlook remains constructive amid improving macro fundamentals.
Elevated 10-year government bond yields in India are creating a rare risk-free real return opportunity, making long-duration fixed income instruments attractive from a risk-reward perspective.
Agentic AI is opening a once-in-a-decade inflection point for Indian IT services, offsetting structural headwinds and creating a potential re-rating opportunity.
