This weekly show covers an in-depth conversation with observers, analysts and experts decoding the movements in the stock markets. This is a Mint production, brought to you by HT Smartcast.
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This weekly show covers an in-depth conversation with observers, analysts and experts decoding the movements in the stock markets. This is a Mint production, brought to you by HT Smartcast.
Is time to be cautious on Indian markets as valuations rise?
All Things Markets
20 minutes 26 seconds
4 years ago
Is time to be cautious on Indian markets as valuations rise?
Global analysts are raising red flags on India’s equity performance. They are gradually becoming uncomfortable about steep valuations and hence are cautious about the allocation of funds despite India outperforming global peers in 2021 so far. Recently, a BofA survey showed global fund managers are no longer bullish on emerging markets and want to cut exposure in EMs in the next 12 months as China fears weighed on sentiment.
So, are Indian markets ahead of fundamentals? How will it impact liquidity? Will earnings justify the steep valuations? To discuss that Mint’s Nasrin Sultana is in conversation with Unmesh Sharma, head of institutional equities, HDFC Securities
All Things Markets
This weekly show covers an in-depth conversation with observers, analysts and experts decoding the movements in the stock markets. This is a Mint production, brought to you by HT Smartcast.