Monday, 28 September 2026Updated 3m ago
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A $4 billion fund manager is going against the market on insurance stocks

1 source · first seen 12:43 28 Sept · updated 12:43 28 Sept

The brief

Written from 1 report · check the source before you trade
  • Bajaj Asset Management is repositioning its portfolio around insurance stocks
  • The shift reflects higher crude prices, elevated interest rates and the AI investment cycle
  • Portfolio shifts may affect Indian insurers and insurance-distribution companies

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Insurance21 todayCrude oil83 todayAI74 todayMutual funds31 todayInsurance distribution14 today

Linked by the tag Insurance distribution

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Read the reports

1 report · earliest 12:43
CNBC-TV18A $4 billion fund manager is going against the market on insurance stocks12:43