“What seems to be deviating right now is the trajectory of valuations and the growth of the economy. Valuations in a lot of businesses are running ahead of time – the expectations are building up significantly. In situations like this, what is not factored into this scenario is an external event which could derail executions. Investors need to balance this view before taking any view of incremental investments.”
Fund Manager Talk: Trump presidency not a big threat to IT but can affect FII flow: Krishnan VR
In the coming weeks, investors face a busy period with the Q3 earnings season, Trump’s swearing-in, the Fed meeting, and the Union Budget. The strategy
January 19, 2025