Second attractiveness of the Chinese market (sub 10x 12m F PE) compared to India at (23x12m F P/E) and obviously US election positioning (EM to DM shift) has led to macro uncertainty for FII.
Ajay Srivastava, CEO of Dimensions Corporate, advises against investing in traditional sectors like cement and steel, favoring innovative companies with unique infrastructure. He remains invested
Ajay Srivastava of Dimensions Corporate observes irrationality in the market. He notes high PE ratios for some companies. He suggests caution and stock-specific investing. Srivastava
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