India’s market valuations are considered expensive on an absolute basis but less so compared to other global markets. Vikash Kumar Jain highlights rate-sensitive sectors, consumption, and an out-of-consensus overweight on IT as potential growth areas. He notes that while a global AI stock consolidation could benefit India, a broader correction might lead to multiple contractions.
Where should conservative investors invest Rs 10 lakh in a volatile market? Experts weigh in
With uncertainty clouding equity markets, investors looking to deploy a lumpsum face the challenge of allocating their money across asset classes. Four wealth management experts
October 24, 2026