Emkay Wealth Market Perspective Feb 2024 - Dr Joseph Thomas conversation with Ashwini Kapileshwari
Emkay Wealth Market Perspective Feb 2024 - Dr Joseph Thomas in conversation with Ashwini Kapileshwari
0:40 - Let us first have a quick glance at the recent interim budget? What do you think are the two or three key features which are of consequence to the economy and the markets?
2:30 The US economic growth is still robust based on the recent data. How do you expect the Fed policy to evolve from here?
5:00 What's your view on domestic interest rates? What is the portfolio positioning that you would suggest on the fixed income part ?
11:00 Is the bond index inclusion going to help the fixed-income market? How do you visualize the situation?
14:43 The money market Liquidity is tight and how do you expect the situation to progress from here?
14:42 Coming to equities , what are the three kay factors that are supporting the markets ?
18:00 - What are the investment préferences at this juncture ?