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Despite digitization efforts, India's corporate bond market sees limited retail participation due to complex risks and transparency issues. However, a slight increase in retail interest is noted, coinciding with expected rate cuts that are predicted to boost corporate bond issuance.
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Prashant Khemka of White Oak Capital Management suggests current market valuations are reasonable, aligning with long-term averages. He anticipates market returns in the low double digits, mirroring India's nominal GDP growth. While advising fresh investments, Khemka suggests balancing portfolios with sectors less susceptible to tariffs, noting the recent earnings season aligns with expectations.
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MSCIs August 2025 review adds Swiggy, Vishal Mega Mart, Hitachi Energy India, and Waaree Energies to its Global Standard Index, while removing Sona BLW Precision and Thermax. The reshuffle, effective August 26, is expected to trigger significant passive inflows and outflows.
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News and Media
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