Know The Now – Portfolio Strategy For Volatile Markets

In this month’s Know The Now, we look beyond the recent market volatility to examine the underlying trends shaping Indian and global markets. From India’s broadening growth engines and accelerating investment cycle to global hedge fund deleveraging, AI-led disruption and resilient U.S. fundamentals, the report explores the forces shaping portfolios. We also share our latest views on equities, fixed income, commodities and portfolio positioning.