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.
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.
Oil prices saw a slight dip today after a significant rise yesterday. Investors are watching developments between the United States and Iran. Both nations have increased military presence in a key oil region. Talks are ongoing, but progress remains slow. U.S. oil inventories fell last week, contrary to expectations. Official inventory data is expected today.
LGT Group sees India as a key growth market. Prince Max von und zu Liechtenstein highlights India's potential to become a very meaningful part of their global business. While regulatory hurdles exist, LGT is optimistic about its expansion. The firm focuses on long-term client relationships and disciplined diversification across global markets.
Indian metal stocks are performing strongly. Prices for steel and non-ferrous metals have risen significantly. This is due to increased demand, government policies, and limited supply. Steel companies are seeing better earnings. Non-ferrous producers also benefit from global price trends and a weaker rupee. The current quarter is typically strong for metal volumes.
