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RAHUL BHUSKUTE
ETMarkets Smart Talk| Financials, consumer discretionary, metals to drive FY27 growth: Rahul BhuskuteDespite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities rema...- Stable Indian government bond yields push investors towards more attractive corporate debtIndian mutual funds and insurance companies are shifting towards an accrual strategy to capitalise on higher corporate bond yields, as gove...
- Stable Indian government bond yields push investors towards more attractive corporate debtIndian mutual funds and insurance firms are increasingly adopting an accrual strategy, drawn by higher corporate bond yields amidst stable ...
- Rate cuts bring investors to g-secs, flatten yield curveBonds maturing by 2030 have already softened by over 25 basis point beginning of this fiscal year in hope of more rate cuts as inflation ha...
- Forward contracts in G-secs need ease of trading to take offThe RBI after its Monetary Policy Committee meeting said on Friday that the central bank would include forward contracts in government secu...
- India's interest rate derivatives to get boost as top insurer LIC enters marketInvestment in a type of bond derivative called forward rate agreements could likely rise in India as the interest rate cycle turns and the ...
- Financials, auto, pharma, and healthcare to drive Q4 earnings: Rahul BhuskuteWe have been seeing a really strong earnings narrative in this financial year. Going forward, definitely there will be a base effect that w...
- Why 2024 could be a good year for the Indian bond market: Rahul Bhuskute explainsWhile the turbulence in the global economy may have subsided, we are far from normality. For the bond markets in particular, the last three...
- India 10-yr bond yield sees biggest drop in 9 months on Budget optimismIndia's benchmark 10-year yield ended at 7.0583% on Thursday, compared with its previous close of 7.1442%. The yield ended at the lowest le...
- Earnings delivery should continue to be good; this is a multi-year phenomenon for us: Rahul BhuskuteRahul Bhuskute says: “There have been more upgrades than downgrades and that will continue this year. So, logical solid grounds for the Ind...
- RBI meet begins Wednesday: Status quo likely amid strong growth, tighter liquidity conditions“The RBI may stick to ‘withdrawal of accommodation’ stance given upside risks to food inflation (poor monsoon), strong GDP growth in the re...
- ETMarkets Fund Manager Talk: Don’t see any reversal in FII inflows into equities in the near term: Bharti AXA Life"If we consider the recent flow patterns, China has received 6 times the FPI flow that India has received over the last 5-year period. So, ...
- Navigating high interest rates: Tug of war between short-term tactics and long-term strategiesChanging macro conditions have compelled portfolio managers to make tactical moves within a larger strategic asset allocation framework.
- RBI policy verdict tomorrow: As tomatoes paint inflation red, can Das soothe D-St’s frayed nerves?Inflation will take centre-stage during the 3-day panel discussion in the backdrop of the recent surge in vegetable prices, particularly to...
- 11 Nifty50 stocks gave positive returns in 4 of the last 5 fiscals, which ones do you own?These are HUL, ICICI Bank, ITC, L&T, Britannia Industries, Mahindra & Mahindra, NTPC, UltraTech Cement, Coal India, Eicher Motors, and Indu...
- Bharat vs India? Domestic-linked sectors seen outperforming export-linked ones in FY24“We remain cautious on the India IT services sector, overall. We believe there will be a significant divergence in the operating performanc...
- ETMarkets Fund Manager Talk: Debt/balanced funds to outperform equity funds in near term: Rahul Bhuskute, Bharti AXACloser home, high inflation, led by food presents another challenge to the markets. With the Rabi crop already affected, the worry now is t...
- ETMarkets Smart Talk: Decoding how US Fed rate hike will impact Indian markets: Rahul Bhuskute"In terms of India, any aggressive US Fed action will have direct and indirect consequences for our markets. The first impact is on the cur...
- ETMarkets Smart Talk: FMCG, consumer discretionary & auto stocks likely to get hit by high inflation: Rahul BhuskuteInflation impacts the broader economy and so affects all sectors with varying degrees of intensity. Most impacted would be consumer-facing ...
- JSPL's Crisil downgrade puts debt schemes like Franklin Templeton Mutual Fund in a spotDistributors said this downgrade could result in the NAV of these schemes dipping proportionate to their exposure to JSPL papers.
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