AMC Outlook: Bernstein bullish on mutual fund stocks; sees opportunities in HDFC AMC, ICICI Prudential AMC, and others post-correction – Markets

AMC Outlook: Bernstein bullish on mutual fund stocks; sees opportunities in HDFC AMC, ICICI Prudential AMC, and others post-correction - Markets


Company Bernstein Rating
ICICI Prudential Asset Management Company Outperform
HDFC Asset Management Company Outperform
Nippon Life India Asset Management Market Perform

Long-term structural drivers, such as strong Systematic Investment Plan (SIP) flows, continue to support the sector. Additionally, commodity ETFs, particularly gold and silver, are helping offset market weakness.



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