Fund managers urge diversification amid AI and valuation concerns

Fund managers urge diversification amid AI and valuation concerns

As the curtain drops on a year of volatile trade, equity investors are pinning hopes on a calmer 2026. With the consensus in favour of the Nifty gaining 8-14% in the new year, as per a recent ET Markets poll, the mood is far more assured than it was early in 2025. It’s underpinned by … Read more

There be more ripple effects of Yen carry trade unwinding for India: Cameron Brandt

There be more ripple effects of Yen carry trade unwinding for India: Cameron Brandt

Cameron Brandt, Director of Research, EPFR Global, says equity investors are treating market volatility as something of an opportunity and there is a bit of buying. Investors are coming in on lower valuations and cheaper entry points for ETFs in key markets. However, as investors are taking some risk off the table in high-yield bond … Read more