Financial Market Round-Up – Jul’23
Truemind Capital
AUGUST 12, 2023
We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Other Asset Classes : After a strong rally, Gold cooled off in Q1FY24 on the back of profit booking and shifting focus towards equity. We continue to prefer a portfolio duration of around 1-1.5
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