ETMarkets Smart Talk | Don’t judge India by Nifty’s 21x PE; stock-level valuations still offer opportunities: Emkay Investment Managers: Kashyap Javeri

September 5, 2026

Kashyap Javeri suggests India’s market valuation premium is misleading due to index concentration. He highlights strong mid- and small-cap earnings growth, reliable SIP inflows, and easing FPI selling, while cautioning against risks like rising crude prices and currency fluctuations.

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