“Since April we have seen foreign flows turning positive, but they have not been very strong. If I recollect correctly,…
Tag: valuations
market strategy: Valuations may be high, but India’s long-term story remains unshaken: Swarup Mohanty
“While there is an impact of tariffs, we can be on our own in our own capacity and then that…
Jefferies unleashes value hunt: 11 buy stocks including 3 Adani bets as India market hits stretched valuations
With MSCI India ex-financials trading at a steep 26.4x forward PE, 1.9 standard deviations above the 10-year average, global brokerage…
IT sector struggles to justify premium valuations amid growth fatigue: Sandip Agarwal
“I would say that on anticipated lines. As we have maintained our view this largecaps in IT are 5-6% growth…
Motilal Oswal see 4% downside for Bharat Dynamics, starts coverage with neutral call amid lofty valuations
Motilal Oswal has initiated coverage on Bharat Dynamics Ltd with a ‘neutral’ rating and a target price of Rs 1,900,…
Nomura predicts 18% downside in Godrej Properties, sees Phoenix Mills falling 11% on lofty valuations
Nomura has initiated coverage on real estate majors Godrej Properties and Phoenix Mills with ‘reduce’ ratings, projecting a downside of…
ETMarkets Smart Talk: SBI Securities cautions against value traps; growth visibility key to attracting premium valuations
In this edition of ETMarkets Smart Talk, we speak with Sunny Agrawal, Head of Fundamental Research at SBI Securities Ltd,…
cement companies: Chakri Lokapriya backs banks as top pick amid favorable valuations
“On the other hand, companies like railways which used to be so boring a couple of years ago, have become…
ETMarkets Smart Talk | Midcaps, Smallcaps, and IT appear overheated as valuations stretch, says Ram Medury, Maxiom Wealth
After a sharp rally in Indian equities, concerns are mounting over stretched valuations in certain pockets of the market. In…
Mid-cap stocks: Mid-cap and small-cap stocks decline as investors take profits amid stretched valuations
Mumbai: Mid-cap and small-cap stocks – the outperformers in the recent market rebound – led the declines in equities on…