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Rising bond yields, oil prices keeping markets on edge; selective bets still emerging: Pankaj Pandey
Global markets are under pressure due to rising bond yields and geopolitical tensions. Higher crude oil prices are a key concern, potentially impacting sector margins. Investors are shifting towards defensive sectors like pharma and hospitals. Indian IT firms are seen as value picks, but growth concerns persist. Asset management companies offer a way to play a market recovery.
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economictimes.indiatimes.com
Bond yield spike puts equities market at risk
Investors warn that US stock markets are not reflecting inflation risks. High energy prices and the Iran conflict are overlooked. A recent spike in bond yields is causing caution.…
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Macro worries cloud markets, but domestic fundamentals offer cushion: Sandip Sabharwal
Market expert Sandip Sabharwal highlights that despite global headwinds like rising crude oil and currency weakness, Indian corporate fundamentals offer stability. He views the…
