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The Indian IPO market is seeing a shift as investor sentiment recalibrates. Hypervaluation concerns are rising for companies lacking proven profitability. Experts highlight strong structural investment themes in sectors like automotive and healthcare. Investors are advised to focus on companies with strong pedigrees and sound business models. Gold is recommended for allocation as a secure asset.
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News and Media
Global markets show surprising resilience, with the US remaining strong and Europe adopting a more pragmatic approach. Ajay Srivastava advises Indian investors to look beyond domestic valuations, suggesting the US as the prime destination for AI investments. He warns of a potential valuation correction in India if short-selling is introduced, urging investors to be selective and encash exuberance.
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News and Media
Market expert Dipan Mehta stated that the defense sector is mature, with stock prices reflecting order book strength. He advised underweight investors to seek entry points during quarterly disappointments, emphasizing a buy-and-hold strategy. Regarding gold financing, Mehta praised Muthoot Finance's focus and risk management, suggesting temporary uncertainty could offer attractive entry points for long-term investors.
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News and Media
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