“The earnings outlook which started moderating over the last 12 months has started to bottom. You are seeing that in…
Tag: valuations
Is Nifty expensive? Why judge today’s valuations through yesterday’s lens, asks Pankaj Pandey
In a market where the Nifty trades at 20 times FY27 PE, the immediate reaction is often to cry “overvaluation”…
AI startups revolutionize coding industry, leading to sky-high valuations
(Corrects paragraph 14 to remove reference to Google and Amazon declining to comment. This line also appeared in an earlier…
markets: Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani
“We always been calling out that India can be a sourcing base for defence. Globally the defence spends are moving…
markets: Sell-offs create rare windows to accumulate high-quality cos at bargain valuations: Anshul Saigal
“We are finding that situation in multiple sectors, metals; trading companies in pharma, metals, even value retail companies we are…
Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal
“If the similar situation happens because of any other reasons, we will be looking it with an open mind. But…
Indian markets have priced in uncertainty, valuations now more realistic: A Balasubramanian
“The new world initially was looking extremely uncertain, but I cannot say that uncertainty is still not there. Uncertainty is…
Global risks still loom over Indian valuations, warns Sanjeev Prasad
“Our base case assumption is cement demand will slow down this year, even the slowdown on the investment side, but…
oil marketing stocks: Current valuations make OMC stocks a buy opportunity: Probal Sen
“With this decision that has been made particularly, because after the disappointments that have happened earlier in terms of the…
Valuations decent, but bond momentum still stronger than equity: Maneesh Dangi
“The whole purpose of creating this chaos seems to be to deliberately weaken the dollar. Gold has been pricing this…