ETMarkets Smart Talk: Why India’s premium valuation in emerging markets is here to stay, Rajesh Cheruvu explains
“India has historically traded at a premium compared to other emerging markets (EMs) due to its large, profitable, and diverse corporate landscape,” says Rajesh Cheruvu – MD and CIO, LGT Wealth India. In an interview with ETMarkets, Cheruvu said: “We are currently overweight in industrials and healthcare and underweight in Energy and Utilities. However, our … Read more
