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ETMarkets Investors’ Guide: Stocks expensive, however valuations are polarised | The Economic Times Markets Podcast

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Hi there, that is ETMarkets’ Investors Guide, a present about asset lessons, market tendencies and funding alternatives. This is Sandeep Singh.

Benchmark indices are ruling at document excessive ranges and there are a number of analysts who really feel the market is factoring in two years of earnings progress upfront, and has little margin of security.

Others say it’s international liquidity and the low rate of interest regime, which might maintain equities performing. They say that market valuations are greater however solely ‘optically’. These analysts really feel there are nonetheless sufficient enticing alternatives available in the market.
With so many divergent views, how ought to traders place themselves?

We caught up with Srinivas Rao Ravuri, CIO-Equities at PGIM India Mutual Fund, to know his views. Welcome to the present, Mr Ravuri!

1) Do you assume the prevailing market valuations are simply ‘optically’ excessive and that there are sufficient pockets to search out worth?

2) Can you inform us about your broader expectations from the December quarter earnings season? Can the newest cycle of earnings justify the continued frenzy within the markets?

3) From the aspect of the fairness and MF trade, what’s your want listing for the forthcoming Budget?

4) Mr Ravuri, are you able to give an recommendation to new traders in New Year?

Thank you Mr Ravuri, that was certainly an insightful dialog. That’s all in at the moment’s particular podcast however maintain checking this area for extra such fascinating content material. Good bye!

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