Top Indian funds dust off playbooks ahead of index inclusion

Top Indian funds dust off playbooks ahead of index inclusion

As a pivotal year for India’s bond market gets underway, its top money managers are debating the best way to position for inflows that may hit $40 billion, according to some estimates. Aditya Birla Sun Life Asset Management prefers government bonds with maturities of seven to 14 years, while Bandhan Asset favors securities that have … Read more

ETMarkets Fund Manager Talk: Amid falling banking system liquidity, this fund manager recommends staying overweight on govt bonds

ETMarkets Fund Manager Talk: Amid falling banking system liquidity, this fund manager recommends staying overweight on govt bonds

The surplus liquidity in the banking system has come down from the highs of last year, and the Reserve Bank of India has reiterated that it will remain focussed on the withdrawal of liquidity. PGIM India Mutual Fund expects the banking system liquidity to turn negative by October this year. “This can put pressure on … Read more