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Nifty to hit 20,000 by March 2024 again, investors should take a deep breath: Andrew Holland

The drivers for global markets are still to be determined. US treasury yields have been close to 5 percent for some time now, and oil prices have been on the rise. However, global markets have yet to fully appreciate the magnitude of the risks., said Andrew Holland ....

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We are trimming down cyclical names, adding consumer and utility names: Ashutosh Bhargava, Nippon India Mutual Fund

“Nippon India Mutual Fund has incrementally added positions in the power sector. So utility companies, some of the lenders which are specifically into that segment and we remain constructive on the equipment side and other than the generation side. We have the equipment side and the transmission companies.” ....

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