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There had been reports in recent weeks that the chancellor was going to cut the 20,000 limit.
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News and Media
Sandip Agarwal from Sowilo Investment Managers believes large-cap IT firms are unlikely to exceed 6-7% revenue growth in the long term. He finds their current valuations, with PE multiples above 20, unattractive. Sowilo Investment Managers sold their large-cap IT holdings after a 40-50% gain, citing high multiples and limited growth potential, focusing instead on deep value investments.
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News and Media
This sharp change occurs as Indian markets now trade at an 82% premium to other emerging markets, well above the 10-year average of 63%. Additionally, nearly 39% of non-financial stocks are trading above one standard deviation of their 10-year average PE ratios.
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News and Media
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