Dynamic equity allocation advised as trade deals boost earnings
pre-market1 source ↓written by the desknot a recommendation
A report from PL Asset Management indicates that earnings visibility in Indian markets has improved due to macro stability and recent trade deals. The firm recommends a dynamic allocation strategy with gold hedges, adjusting exposure based on macro signals and volatility. With valuations normalizing and liquidity robust, the market is shifting from correction to opportunity.
Not investment advice. For informational purposes only.