The stocks/sectors mentioned in this slide do not constitute any recommendation and Kotak Mahindra Mutual Fund may or may not have any future position in these sectors/stocks. These materials are not intended for distribution to or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. The distribution of this document in certain jurisdictions may be restricted or totally prohibited and accordingly, persons who come into possession of this document are required to inform themselves about, and to observe, any such restrictions. |
Source: Bloomberg, BofA Global Investment Strategy report Apr 26, 2025, University of Michigan (CONSPXMD Index), Macrobond, Apollo Economist, Vanguard, IMD, CEIC, KIE, KMAMC Internal, as per latest data available, Data as of Apr 30, 2025. Past performance may or may not be sustained in future. The stocks/sectors mentioned do not constitute any kind of recommendation and are for information purpose only. Kotak Mahindra Mutual Fund may or may not hold position in the mentioned stock(s)/sector(s). |
