Why duration play is the best strategy for fixed-income investors in a rate-cut scenario? Kaustubh Gupta explains

Kaustubh Gupta of ABSL AMC anticipates a potential 25 to 50 basis point rate cut by the US Fed, aiming for faster normalization rather than signaling a crisis. He expects the Fed to cut rates by 225-300 basis points over the next 15-18 months, with RBI following suit by cutting rates by 50-100 basis points.