For starters, in the six months leading up to the 11 general elections held between 1980 and 2019, the Sensex averaged an impressive 14.3% return, underlining the stock market’s capacity to navigate and prosper amid political uncertainty and transitions.
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility
December 23, 2024