Dynamic equity allocation recommended as trade deals boost earnings
after close1 source ↓written by the desknot a recommendation
Recent trade deals and macro stability have improved earnings visibility in Indian markets, according to a report from PL Asset Management. The firm suggests 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.