If you increase it to 18%, the markets will double in four years. I think we are in a stage where, yes, everything is fine, but valuations are, I would say, fair. They are not cheap. They are not overly expensive. I think we are at roughly around 17, 17.2 times FY26 which is maybe 5-6% higher than the 10-year average.
Deepak Shenoy s Capital Mind ventures into various sectors with a focus on power transformers, hospitality, and financial investments. Uncertainty surrounds the FOMO crowd s return, Vodafone FPO, and the evolution of the diagnostics space. Sheoy also days: "On the pricing power front, travel and hospitality has really increased in the last year or so. So, something could have fundamentally changed there."
Investments in Agri sector technology are stirring the pot for this traditional space : Rashtra News #Investments #Agri #sector #technology #stirring #pot #traditional #space Over the last couple of years, there has been an exponential flow of investments in the agri-tech sector, which is transforming the industry completely. By Nitin Jain In the last 18-24
Manish Sonthalia says the market fall had been overdue as some segments of the market were frothy in the broader markets and that led to a correction of sorts . But in general, markets are not very expensive. Sonthalia highlights reasonable market valuations and the significance of investment themes and order books for future growth. Anticipates gradual earnings realization for slightly higher valuations.
Rajesh Bhatia advises caution in the bull market, emphasizing India s growth potential and the positive market color. He discusses the impact of global commodities, real estate market trends, and the promising outlook for private banks amidst incremental deposit growth. Bhatia says: "So many sectors have done well, which is really the colour of a bull market. "