However, we do believe in the short-term current valuations mean that investors have to set realistic return expectations or increase their time horizon for returns.
Deven Choksey, MD of DRChoksey FinServ, says private sector insurance companies are relatively more favourable from a growth perspective. Valuation-wise, some of them have already
Punita Kumar Sinha suggests focusing on quality, defensives, and FMCG, anticipating a boost from a better monsoon. She recommends a domestic-focused portfolio including financials, particularly
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