Markets – What should we do!
A tactical market view amid the COVID-19 sell-off, highlighting valuation comfort in Indian equities, global risks from the pandemic, and a disciplined accumulation strategy.
What is our take on the Economy and the Financial Markets?
A strategic assessment of India’s economic slowdown, global risks, and evolving asset allocation opportunities across equity and fixed income markets.
Time to Increase Equity Allocation
Amid heightened pessimism, economic slowdown, and weak market sentiment, improving macros, easing interest rates, and attractive valuations point to a compelling opportunity to increase equity allocation.