Latest Updates Around The World
Maneesh Dangi, Macro Mosaic Investing & Research, says that despite the worldwide uncertainties, the domestic markets of India remain resilient and well positioned. Equits can perform better than emerging markets in the next 6-12 months, supported by favorable tariff reductions and balanced asset spreads. Although short -term volatility exists, sectors such as domestic consumption, defense […]
Pankaj MuraarkaCIO, Renaissance Investment Managersbelieves that the stock market of India is overvalued, especially the top 20%, including defense and electronic production sectors. After a rewarding bullmarkt, they left Defense expenses due to the untenable high profit growth expectations priced in these shares. The company wants to reduce the valuation risk in its portfolio in […]
