ETMarkets Smart Talk: Planning to invest Rs 10 lakh in Samvat 2080? Allocate nearly 50% in interest rate-sensitive sectors: Jitendra Gohil
"We are positive on interest rate-sensitive sectors from a 12-month perspective as interest rates seem to be peaking. NBFCs, banks, and real estate are likely to perform well in a falling interest-rate environment. Secondly, the defence sector could continue to be in the spotlight, considering a projected 2-3% spending as a percentage of GDP over the next decade."
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