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Kunal Vora of BNP Paribas has concerns about valuations and finds it difficul to find stocks with reasonable growth at this time. He highlights the gap between bond yields and earning yield as an important metric for predicting future returns, noting that historical data shows weak returns when this gap is significant. Vora expects higher returns from Nifty compared to mid and smallcaps this year, and sees value in the financial sector, particularly private banks.

Uttar pradeshKunal voraHead of india equity researchOffering collegeIndian school of businessIndia equity researchLeadership excellenceProduct officerExecutive officerMight also likeBond yieldsBnp paribasEarnings growthExpert viewStock marketEt now