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Broker call● Neutral for Indian equities
Bond market repricing could start to matter; AI capex key factor to watch out for equities: Neeraj Seth
The brief
- Neeraj Seth discussed bond-market repricing, possible Fed rate hikes and fixed-income opportunities
- He cited AI capex as a key factor to watch for equities
- Bond repricing and AI investment trends may influence Indian equity valuations and rate-sensitive sectors
- Insurers must compete on price, not distributor commission: Irdai chief
- Insurers seek softer landing on Irdai commission cuts in meet with chief
- Insurance mis-selling is arising because upfront commissions are too high: Ajay Seth, Chairman, IRDAI