'Sharp Rate Cuts To Make Bonds More Attractive Than Equities': Dhiraj Agarwal On The Talking Point

Summary

In this episode of Talking Point, host Nisha Agarwal interviews DJ Agarwal, MD of Ambit Investment Managers, discussing market dynamics, the impact of potential Fed rate cuts on risk assets, and valuation concerns. They delve into the performance of sectors like IT services, real estate, and pharmaceuticals, influenced by factors like the Biocure Act and GST changes. Agarwal shares insights on underperforming sectors, the outlook for tech-enabled businesses, and expresses caution over the possible dual impact of US rate cuts and Japan's rate increases on global financial stability.

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