Pramod Gubbi from Marcellus Investment indicated that despite high market valuations, pockets of value with predictable earnings growth exist. He discussed opportunities in private banks, autos, and specialty chemicals, emphasizing a bottom-up approach. Key triggers include global factors and economic changes affecting sectors and stocks. Investors should be discerning and focus on earnings potential.
Capex stocks face valuation hurdle despite growth potential: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers highlights the impact of macroeconomic changes on India’s market, particularly regarding de-dollarisation and fiscal policies. He notes the benefits
March 17, 2025