Buy & hold debt funds as central banks begin rate hikes: Vivriti AMC CIO

Performing Credits are the structural opportunity, which are undiscovered and yield a high risk-adjusted return amid rising interest rates

The upside risks to inflation have been exacerbated by crude oil spike, which builds a strong case for RBI to hike interest rates by mid-2022. Against this backdrop, SOUMENDRA GHOSH, chief investment officer at Vivriti Asset Management tells Lovisha Darad that held-to-maturity (HTM) strategy can help investors manage risk. Edited excerpts:

Given the geopolitical and economic uncertainty, what are the debt markets' expectations and outlook?

India’s susceptibility to the Russia-Ukraine crisis seems to be limited to the impact on crude oil prices. In fact, the recovery of global growth post-Covid and strengthening of the US dollar against rupee are expected to