Quote on Markets 27th November 2025 by Mr. Vikram Kasat, Head - Advisory, PL Capital
Below the Quote on Markets 27th November 2025 by Mr. Vikram Kasat, Head - Advisory, PL Capita
"Global and Indian interest rates are set to fall more than expected leading to a bond rally and potentially a stronger rupee
Liquidity will rise, supporting equities in the near term, while inflation risks remain a concern only in the longer run.
Position portfolios for a falling interest rate cycle and a stronger rupee accumulate duration in government bonds and rate-sensitive equities (Banks, NBFCs, Real Estate), while trimming USD exposure and near-term defensive trades."
Above views are of the author and not of the website kindly read disclaimer
Tag News
Morning Glance - 23rd April 2026 - ARETE Securities Ltd
More News
Quote on Closing Market Summary 15 July 2025 Mandar Bhojane, Senior Technical & Derivative A...
