Dipan Mehta highlights the unprecedented liquidity in markets from tier II and III cities and its unpredictable outcomes. He expresses concerns over PVR-Inox due to OTT competition and sees potential in banking stocks like Bandhan Bank and IDFC First Bank. Challenges in the capital goods sector due to high PE multiples and execution issues are also noted.
‘India more diversified:’ Sebi chief Tuhin Kanta Pandey comments on Taiwan’s market ascent
SEBI chief Tuhin Kanta Pandey emphasized India remains a diversified market despite Taiwan overtaking its market value. Driven by TSMC and the AI boom, Taiwan’s