Sensex Today | Stock Market LIVE Updates: Nifty back above 25,100; Tata Steel, HCLTech amomg gainers
Published on 09/10/2025 11:02 AM
Manish Gunwani, Head of Equity at Bandhan AMC on CNBC-TV18:
Negative Real Rates: Most developed countries are experiencing negative real interest rates due to high government debt.
Market Consolidation: Current market consolidation is expected to last at least 1–2 quarters.
Oversupply of Paper: Supply of paper is currently too high, impacting market dynamics.
3–5 Year Outlook: Expect good returns from broader markets over the next 3–5 years, supported by higher liquidity.
Global Growth: Not very bullish on global growth.
Precious Metals: Gold and silver should be part of an investor’s portfolio.
Debt Levels: Government debt-to-GDP ratios are at historically high levels globally.