While we have managed the oil situation quite well by sourcing from different countries but globally, I think we are in for a slowdown. Higher interest rates in the US and Europe are likely to stay for longer.
Reasonable valuations, steepening US yields and unrelenting dollar strength, uncertainty around the Israel-Hamas war and impending state polls shorten the odds in favour of large-cap funds, mone managers believe.
Vora s key recommendations include sectors such as power, renewables, real estate, and more, given growth potential and resilience amid economic uncertainties.
India bonds: Rising oil, US yields push India bond yields higher zawya.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from zawya.com Daily Mail and Mail on Sunday newspapers.