Radhavi Deshpande of Kotak Mahindra Life Insurance says REITs and InvITs offer stable cash flows and portfolio diversification, while fixed income is anchored to asset-liability matching amid rate-cycle uncertainty. For FY27, she sees selective opportunities in large-cap financials, industrials, and consumption, emphasizing earnings quality, capital efficiency, and risk-adjusted returns over momentum or liquidity-driven plays.
from Economic Times https://ift.tt/mPVnwcC
from Economic Times https://ift.tt/mPVnwcC
REITs, InvITs to play larger role in enhancing portfolio returns: Radhavi Deshpande
![REITs, InvITs to play larger role in enhancing portfolio returns: Radhavi Deshpande]()
Reviewed by শ্রী শ্রী সত্যনারায়ণ নমঃ
on
February 22, 2026
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