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budget 2024: ETMarkets Smart Talk: Budget 2024 - We believe government's focus on infrastructure creation will continue: Abul Fateh

Abul Fateh says: "Exposure to fixed income should be raised, especially towards the longer end of the curve. MPC has taken note of the real rates being positive at this point. The markets have also responded, especially in the last few weeks of CY2023, with the ten-year yields shrinking by about 20 bps from their peak." ....

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macro economic stability: ETMarkets Fund Manager Talk: 2024 could be a period of lower returns compared to 2023, says this Rs 22,000-crore fund manager

Niket Shah says: "2024 could be a year of lower returns as compared to 2023. This is because some of the tailwinds which caused this years outperformance (lower oil prices, easy domestic liquidity, certainty on political front) are likely to be missing next year. Nonetheless, given that we should see lower interest rates next year it should result in 8-10% returns for 2024 which will be lower than 2023." ....

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