Ashwini Agarwal of Demeter Advisors remains optimistic about the Indian market, citing strong domestic flows and expectations of growth fueled by government spending and lower interest rates. While acknowledging stretched valuations, he suggests that a positive surprise, such as a private sector investment surge, could further propel the market.
Nifty megacaps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his flexicap fund beyond largecaps
Mutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum shifts towards mid- and