Why SBI MF is playing it safe between stocks and fixed income
With valuations being near long-term averages and growth iffy, SBI Mutual Fund‘s equity strategist Pradeep Kesavan is steering clear of extremes. His playbook? A balanced bet—equity and fixed income in near-equal measure, with a dash of gold for geopolitical spice. Edited excerpts from a chat with Pradeep Kesavan, Fund Manager & Equity Strategist at SBI…