Siddharth Voraa says: “Within this broader landscape, while Indian equities do reflect steeper valuations, they continue to be supported by robust domestic macros and fundamentals. Despite indications of elevated valuations based on various fundamental and technical metrics, historical trends suggest that premium valuations and euphoric sentiment in markets can persist for 3-6 months on an average before normalizing.”
Andrew Freris cautions investors on overheated US equities and rate-cut hopes
Andrew Freris criticizes the Federal Reserve’s rate cut, deeming it based on outdated data and ignoring accelerating inflation. He maintains a negative outlook on US
December 15, 2025