Other than oil, Israel-Palestine war not big from market impact perspective: Jigar Mistry
“Just because 10 years’ outlook is so good, if the market tries to reprice all of it in one go, it will be a little bit concerning. It is not that we are sitting on huge amounts of cash in old portfolios . We are taking time to be fully deployed in new portfolios but in old portfolios, around 10% cash is not excessive at this juncture.”
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