Radhika Gupta posted on social media platform X, “First Mercedes then medicines. Everyone’s worried about being beaten by SIPs. But small correction – SIP is not a spend, but an investment in the future. Keep investing India.”
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility