Anurag Mittal

Head Fixed Income- UTI AMC. Views are personal. Pls consult your financial advisor before making any investment decision

[Anurag Mittal @anurag_mit]

In Flight musings: Umberto Eco set this insight almost 700 years ago, but it remains one of politics’ oldest tricks: when the real enemy is too powerful, anger is redirected toward a weaker one.
The easiest target is rarely the true culprit.

[Anurag Mittal @anurag_mit]

@DealsDhamaka The workday for most professionals often stretches beyond 5 pm. Throw in a typical tier 1 city traffic on top of it

[Anurag Mittal @anurag_mit]

Markets rarely misjudge the importance of a technology. They often misjudge the amount of capital required to commercialise it. AI may transform the economy. The investment debate is about whether the economics eventually justify today's extraordinary capex.

[Anurag Mittal @anurag_mit]

RIP Alan Greenspan. Black Monday, Asian crisis, Dot-com. 19 years and 4 presidents. In markets obsessed with forward guidance,
He famously quipped: "If I seem unduly clear, you must have misunderstood me."
Saxophonist. Central banker. A hundred years, well lived. 🎷

[Anurag Mittal @anurag_mit]

Financing Viksit Bharat 2047 will require an unprecedented scale of long-term capital. Banks alone may not fund this transformation.
A deeper corporate bond market will be critical to mobilise India’s growing domestic savings.
Thank you @IndiaToday https://t.co/Z8lYsztNOR

[Business Today @business_today]

India Today Conclave 2026 | How Bonds Can Stabilise Your Portfolio

#UTIMutualFund #FixedIncome #BondMarket #DebtFunds #PortfolioDiversification #MutualFunds #AssetAllocation #SEBI #IndianEconomy #MarketVolatility

[Anurag Mittal @anurag_mit]

GST reforms

[Simon Kuestenmacher @simongerman600]

Awesome bit of data that makes intuitive sense.

“Finland cut VAT on haircuts in 2007 to see if cheaper prices would boost demand and jobs. But when the tax fell by €4, many salons lowered prices by only €2 and kept the rest as profit. When VAT rose again, prices jumped by the full €4, turning a temporary tax cut into a permanent price hike. It’s tax incidence in action: firms with pricing power pass on cuts partly, and hikes fully.”

Source: https://t.co/5I8QnEInku

[Anurag Mittal @anurag_mit]

The 60:40 portfolio thrived in an era of disinflation and predictable policy cycles. That world has changed. Today, adding assets with distinct drivers like gold can strengthen portfolio outcomes over longer term
Here’s why a 60:20:20 mix makes sense:
https://t.co/GcpO7Psdt7

[Anurag Mittal @anurag_mit]

The RBI delivered a dovish pause today, keeping rates steady but leaving the door open for future easing.
For investors, this is an intermission, not a finale in the easing cycle. Thoughts shared on Moneycontrol https://t.co/sRMWfFBix9
#RBIPolicy #FixedIncome #utimf

[Cafemutual @cafemutual]

Vetri Subramaniam named new MD & CEO of UTI MF
Read more : https://t.co/erUaFYfaw1 @utimutualfund

[Anurag Mittal @anurag_mit]

Simplifying GST rates is welcome, but empirical evidence shows that GST cuts alone don’t lead to higher consumption. A sharper lever may be fuel under GST or lower excise measures with proven multiplier effects. Thoughts shared on Moneycontrol #GST https://t.co/FoEfXhXp4k

[Anurag Mittal @anurag_mit]

Shared my thoughts with @financialexpres on why the moderate duration (2–5 yrs) is the sweet spot for balancing yield and stability in today’s fixed income markets.
#Bonds #FixedIncome #Markets

https://t.co/QGOhpIAk6B

[Anurag Mittal @anurag_mit]

Stable inflation, surplus liquidity, and a dovish bias keep intermediate duration in play.
Our take on #RBI’s policy and what it means for portfolio strategy 👇 #uti #macro #mf
https://t.co/Kq38SjTpqH

[Anurag Mittal @anurag_mit]

Interesting data from Bloomberg. Strong oil demand from India and China has altered oil's seasonality. Global oil demand is now tightest from July- Sep than Oct-Dec. Additional supply hikes from OPEC+ likely to keep oil well contained in medium term

[Anurag Mittal @anurag_mit]

Indonesia’s shrinking middle class rattles businesses betting on a boom. These kind of headlines may amplify across emerging markets. Most jobs post pandemic are getting created in informal sector https://t.co/AU2psIrNCk via @FT

[Anurag Mittal @anurag_mit]

Given the high importance of infrastructure & the role debt markets play for financing of infrastructure, debt capital markets and mutual funds need to be nurtured. Our thoughts on the upcoming budget https://t.co/jGhGZaeeO8

[Anurag Mittal @anurag_mit]

2025 may not just be uncertain, it may be chaotic and why it presents investment opportunities. Our Fixed income outlook for 2025

[UTI Mutual Fund @utimutualfund]

Chaos is an opportunity. Read our 2025 fixed income outlook by our Head of Fixed income – Anurag Mittal highlighting key fundamental drivers while building your investment strategies.
Read more: https://t.co/dqnHH7PB4t

#UTIMutualFund #FinanceUpdate #IndianEconomy

[Anurag Mittal @anurag_mit]

The list of the mistakes many seasoned finance professionals made. It's easy to feel bad with hindsight bias, only if I had invested in that "asset". It's ok. All of us do - Start your journey today. https://t.co/huP38HICDr via @FT

[CNBC-AWAAZ @CNBC_Awaaz]

#MonetaryPolicy की सबसे बड़ी कवरेज |

क्रेडिट पॉलिसी पर बाजार, बैंक और इंडस्ट्री के दिग्गज

@AEHarshada @_anujsinghal @ICRALimited @hemangjani9 @anurag_mit @CSBBankLtd @SundaramMF @EconomistDK @sanjay_sinha65 @tapariachandan #RBIpolicy #CreditPolicy https://t.co/cXS6hwvAQI

[Anurag Mittal @anurag_mit]

"It is not the mountain we conquer, but ourselves". Golden words spoken by George Mallory 100 years back has been a good guidepost in everything. The discovery of remains of his climbing partner Andrew Irvine may finally solve the mystery on the first summiters of #Everest