We are closer to end of Interest hike cycle … but we may have bad economic growth ( at global level ) for year or two … so Long duration bonds are good choice in this environment
Big Shifts in last 6 months → Shift allocation of funds from fully valued equity and Quasi bonds to Gsec ETF and Gilt Funds .
Plan From April 2023 – Sept 2023 – Move to Mid and small cap equity ETF and stocks from Liquid fund as we may see EPS downgrades and bad commentary across many sectors …
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