GK and monthly revision

Investors expecting 15-20% returns may be disappointed: Rajeev Thakkar

Rajeev Thakkar of PPFAS Mutual Fund has warned investors to prepare for lower nominal equity returns, forecasting a range of 15-20%. He notes that while some market excesses have eased, certain sectors, particularly food delivery and discount broking, remain overly competitive and may require correction. Thakkar emphasizes the importance of global diversification in investment portfolios to mitigate risks associated with shifting international market performances.