The under-allocation will change as investors understand the issue, bringing foreign inflows into India as the weight of India rises in MSCI indices and investors move to actively allocate to the India opportunity , Samir Arora s Helios Capital has said
Anil Rego of Right Horizons believes a price range of $90-100 per barrel of crude oil is already priced in the estimates of inflation projection and GDP growth.
Markets are positively positioned with strong macro growth and corporate earnings growth, plus valuations, though above average, are not overstretched, says Alok Agarwal of Alchemy Capital.