As equity market rebounds, is it time to go full throttle on stocks?

The Indian stock market has delivered positive returns in April and May after underperforming in the first quarter of 2023, but experts urge caution. Rising interest rates affected both equity and debt returns in the first quarter, but Lotusdew Wealth CEO Abhishek Banerjee suggests a relatively stable or falling interest-rate environment could boost equities. HDFC Securities’ Deepak Jasani recommends investors move into debt to take advantage of the current peak in rates, but warns against shifting to equity too quickly. Meanwhile, TrustPlutus Wealth’s Kaizad Hozdar calls for a systematic allocation to equities to benefit from an eventual recovery.