MUMBAI: Due to macro stability and recent trade deals, the earnings visibility of Indian markets improved, opening new opportunities after a phase of correction, a report said on Thursday.
The report from PL Asset Management, the asset management arm of PL Capital Group, recommended a Dynamic allocation strategy with gold hedge to investors. It is a “rule‑based multi‑asset allocation framework that dynamically calibrates exposure across equities and gold based on macro signals, valuation metrics and volatility regimes, ” the report said.
“With valuations normalising, domestic liquidity staying robust and internal risk indicators stabilising, the market is transitioning from a phase of correction to one of emerging opportunity, ” the firm forecasted.
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