In the near term, the markets may be getting excited too soon. There are risks immediately and that would lead to earnings contraction. I expect a near-term correction before we get on with the long-term bull story.
Midcap, smallcap valuations still overpriced despite recent correction: Shibani Sircar Kurian
The private sector banks, particularly large-cap ones, appear to have valuations that accommodate current headwinds. Large-caps offer attractive investment opportunities compared to mid-caps and small-caps,
January 15, 2025