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asset allocation: Assets in portfolio should be counter-cyclical to each other: Kaustubh Gupta

"Opportunities in the sense that there is a vacuum which is being created in the world order and there is a place that India can grab in it and threat in the sense that when so much of uncertainty is there, there is always a chance of accidents, whether it is on geopolitical front or it is on economical front," says Kaustubh Gupta. ....

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Budget impact on debt funds: Fixed income managers may look to add duration to their funds

Debt fund managers feel that through the Interim Budget 2024, the government has given positive signals for both long duration bond funds such as government securities (GSecs) as also for equity funds in general. ....

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Budget 2024: Tech industry welcomes digital and sustainability boost but calls for more

Budget 2024: Tech industry cheers digital push, seeks more on jobs, green energy. CEOs laud skilling, green focus, startups see funding boost, but miss policy clarity on key issues like cybersecurity & renewable energy. ....

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Top Indian Funds Dust Off Playbooks Ahead of Index Inclusion

(Bloomberg) Sign up for the India Edition newsletter by Menaka Doshi – an insider's guide to the emerging economic powerhouse, and the billionaires and businesses behind its rise, delivered weekly.Most Read from BloombergChina Weighs Stock Market Rescue Package Backed by $278 BillionIndia Tops Hong Kong as World’s Fourth-Largest Stock MarketFlorida Governor DeSantis Drops Out of 2024 Race, Endorses TrumpHong Kong Stocks at 36% Discount Show True Depth of China GloomMorgan Stanley, JPMorgan Sa ....

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Top Indian funds dust off playbooks ahead of index inclusion

The cohort are betting on inclusion in global bond indexes to drive returns after the central bank doused speculation of an interest-rate cut. In 2023, Indian sovereign bonds saw their best annual performance in three years. ....

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