Maintain dynamic equity allocation as trade deals improve earnings visibility: Report
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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