Foreign Bonds On Track To Outperform US Fixed Income In 2025
Echoing the strong run in foreign equities in 2025, bond markets ex-US are also having a good year.
Sona Comstar: The Anti-Fragile Compounder
Sona Comstar is executing a strategic double-pivot from Auto to Mobility. Our valuation model suggests 24% upside, driven by the new ₹13Bn Railway order book which provides a non-cyclical floor to growth, independent of the EV slowdown.
