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So, clearly you are seeing sectors like say real estate, utilities and industrials where the sectoral growth has been faster than the earnings growth, so index has moved up way ahead of earnings estimates.
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News and Media
Maneesh Dangi, Founder of Macro Mosaic, discusses different investment strategies and the market outlook. He emphasizes caution in equities, bullishness on bonds, and neutrality on gold. Dangi highlights the importance of balance sheets for bond investors and predicts potential rate cuts in India and the US due to economic slowdowns.
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News and Media
Deven Choksey, MD of DRChoksey FinServ Pvt. Ltd, remains optimistic about two-wheelers and commercial vehicles. He believes passenger vehicle demand will recover post-challenges. On Paytm, he advises caution until profitability is shown. He sees potential in the energy transition sector, particularly green hydrogen, with significant growth expected over the next 5-10 years.
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News and Media
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