Absolutely, the setup is quite good and if we see a lot of negative catalysts did come in especially this week with the Nancy Pelosi’s visit and the Chinese armed drills right off the shore of Taiwan, but still we saw the Taiwanese market going up nearly 2%.
Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal
Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South
May 16, 2025