Radhavi Deshpande of Kotak Mahindra Life Insurance says REITs and InvITs offer stable cash flows and portfolio diversification, while fixed income is anchored to asset-liability matching amid rate-cycle uncertainty. For FY27, she sees selective opportunities in large-cap financials, industrials, and consumption, emphasizing earnings quality, capital efficiency, and risk-adjusted returns over momentum or liquidity-driven plays.
​Radhavi Deshpande of Kotak Mahindra Life Insurance says REITs and InvITs offer stable cash flows and portfolio diversification, while fixed income is anchored to asset-liability matching amid rate-cycle uncertainty. For FY27, she sees selective opportunities in large-cap financials, industrials, and consumption, emphasizing earnings quality, capital efficiency, and risk-adjusted returns over momentum or liquidity-driven plays. by Soban News (international And National News)
