Ramesh Mantri, CIO of WhiteOak Capital AMC, discusses the strong fundamentals and high valuations in various sectors, highlighting the attractiveness of financials. He mentions the impact of market rally, government spending, and the potential growth in the insurance and IT sectors. He also says private banks is the ignored part of the market and valuations are below long-term averages, fundamentals are very strong. Here a lot of alpha can be created.
FII selling nearing saturation point; valuations shifting to comfort zone: Rahul Veera
If you see the weight of dollar index itself, 55% is indirectly the euro, then the Swedish Krona, and then the Yen, like all three
March 18, 2025