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Valuations getting expensive, markets may correct in near term: Tata MF's Rahul Singh

Singh finds the power and pharma sectors most promising at the moment, but consumption, not so much. He believes some new-age companies are also coming of age. ....

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Nifty valuation fair, risk-reward favourable, says HDFC Securities

The Nifty 50 index is now trading at 20.3x FY24 and ~17.6x FY25 consensus EPS. Valuations look fair now on an FY25 basis and risk-reward is balanced, said HDFC. Its preferred sectors are large-cap banks, industrial and real estate, power, autos, pharma, OMCs, gas, and capital markets. ....

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