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Navigating Elevated Interest Rates and RBI Policy: Investment Insights from Lakshmi Iyer
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Moneycontrol•06-10-2026, 13:10
Navigating Elevated Interest Rates and RBI Policy: Investment Insights from Lakshmi Iyer
- •Lakshmi Iyer, Group President of Investments and CEO of Bajaj Alts, highlights market unpredictability by comparing current financial conditions to a game of fate.
- •With the RBI policy announcement approaching, Iyer discusses expectations and explains why elevated interest rates might persist in the current economic environment.
- •She provides strategic advice for investors on how to adjust and manage their portfolios during times of economic uncertainty.
- •The conversation explores the role of gold and where it fits within an investment strategy amidst fluctuating market dynamics.
Key Questions Answered
Lakshmi Iyer notes that markets are operating in an unpredictable environment where elevated interest rates may be here to stay, comparing the situation to the movie Drishyam where danger can come from anywhere.
Fund managers advise bond investors to focus on high-quality accrual-led strategies and shorter-duration maturities rather than making aggressive duration bets.
Concerns over inflation and potential rate hikes are being driven by risks arising from rising crude oil prices, geopolitical tensions, and pressure on the rupee.
