Daljeet Kohli of Roha Asset Managers LLP expresses strong optimism for the Indian domestic market, citing factors like rate cuts, increased liquidity, and a favorable monsoon. The focus is shifting towards domestic-facing companies, with expectations of a consumption cycle revival and manufacturing growth driven by global uncertainties. While rural-related sectors and pharma show promise, a stock-specific approach is recommended.
India valuations hit 6-year low, but stocks still expensive than EM peers
India’s equity valuations have reached their lowest levels in six years after a recent market decline. Factors contributing to this decline include foreign selling, a
October 26, 2026