Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to do it. I think markets fall under their own weight when they become overweight. So, the Indian market became overweight and is correcting a bit. … Read more
With Nifty and Sensex trading close to all-time peak levels, Vinit Sambre, Head-Equities, DSP Mutual Fund, says there are looming risks to earnings growth over the upcoming quarters, primarily due to persistently weak consumption trends and the possibility of reduced government spending during election periods. “Given the elevated expectations and rich valuations, there is no … Read more
While the underlying market sentiment remains bullish, it’s important for investors to balance the excitement around new market highs with the potential risks related to geopolitical concerns, especially when valuations offer a lower margin of safety, says Neeraj Gaurh, fund manager, Axis Securities. “Despite the strong outlook for our economy, we believe that markets can … Read more
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