 |
|
|
|||||
Indian IT stocks face pressure due to AI fears. Companies like Wipro and TCS have seen significant drops. Investors are now looking at domestic sectors. Financials, capital goods, consumption, and autos show strong potential. Banking sector credit growth is robust. Government spending supports infrastructure. Rural demand is recovering. These sectors offer better earnings visibility amid global uncertainties.
Category:
News and Media
Srinivas Rao Ravuri of Bajaj Life Insurance stresses valuation discipline for wealth creation. He advocates Growth at a Reasonable Price, warning against overpaying for future growth. Ravuri highlights that even in a rising market, entry price and margin of safety are vital. He advises on acceptable PE multiples and navigating market euphoria for disciplined investing.
Category:
News and Media
Investors can now turn optimistic as the market is poised for above-average gains over the next two to three years. Attractive valuations in small and microcaps, coupled with reviving earnings and pro-growth policies, signal a positive outlook. Gold also deserves a permanent portfolio allocation due to structural global shifts. The market is set for a rally.
Category:
News and Media
All news |
||||||||||||||||||
|
||||||||||||||||||