Indian markets are consolidating, with midcap valuations appearing stretched. Equitree Capital’s Pawan Bharaddia highlights the ₹1,000–₹5,000 crore market-cap segment as a sweet spot, offering strong earnings growth at reasonable valuations. He also identifies India’s tourism sector as a potential multi-decadal investment opportunity due to improving connectivity and domestic travel.
Pankaj Tibrewal sees stronger top-line growth driving India’s next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts