Poor 20-year Treasury bond auction on Wednesday caused a further backup in the 10-year and 30-year bond yields amid growing concerns
30-year yield reached its highest level since October 2023
Believes Trump administration's accelerating U-turn on the tariff issue is a massive relief for the private equity industry
Reiterated their position in Global Long Only Portfolio in India
Key holdings: Zomato, Macrotech Developers, ICICI, HDFC Bank, and L&T with 4% weight each
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