GREED & FEAR

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GREED & FEAR

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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@Stock_aaj_or_kal

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