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."
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