'That only fundamentals matter in investing is a big myth'

How is your team viewing the current market valuations and preparing for possible corrections? At quant, our predictive analytics showcase complacency in the US markets and gold. In India, market participants are more sceptical, though not fearful. Here, valuations are high and relatively stretched compared to EMs (emerging markets), particularly China. Yet, absolute valuations are not as expensive to say that the Indian markets are peaking out. We propagate the decadal bullish investment thesis and believe opportunities continue to abound. Our 'Perception Analytics' show that India's P/E ratios or valuations will remain elevated. Further, our data shows that macro r

This article was originally published on November 05, 2024.