Pramod Gubbi, Co-founder, Marcellus Investment, says there are pockets of reasonable valuations within the market or if they are fairly valued, there is enough predictability in terms of earnings growth. That is what a discerning investor should do. We have to work with the constraints that the market has provided.Amidst all the chatter about high … Read more
Sandip Sabharwal, asksandipsabharwal.com, says this is not the time for a midcap, largecap kind of approach. It has to be a company-wise approach where we have to be careful what companies we are holding and valuations become more and more important as markets zoom. Because at a 52-week high, irrespective of what price you have … Read more
Sandip Sabharwal, asksandipsabharwal.com, says globally the declining cycle is stalling and so the easing cycle also might be postponed. Markets are fairly priced. They have factored in a lot of positives and to that extent, significant upside on the broader indices side looks tougher. It is a stock by stock approach now. Sabharwal also says … Read more
