Foreign Bonds On Track To Outperform US Fixed Income In 2025

TalkMarkets - Thu, 12/18/2025 - 11:00
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

TalkMarkets - Thu, 12/18/2025 - 10:50
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.

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