the bond

the bond

Market Guru - Sectoral Bets: Samir Arora

1h ago
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Markets are neither very expensive nor cheap, Arora said; however, the valuations are not driving markets right now. He said he has always been overweight on financials and held private sector banks and NBFCs. He reduced shorts on financials over the last month, but does not plan to own any PSU banks as a bank boost due to the bond rally is unlikely.