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MARKETS-ECONOMIC TIMES · INDIAN ·

Avoid expensive themes, focus on valuations and stock picking: Samit Vartak

As reported by Markets-Economic Times
Indian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite this, strong corporate earnings, particularly from small and mid-cap firms, offer encouragement. While crude oil price pressures have eased, unpredictable global events persist. Valuations in the small-cap segment are particularly attractive, presenting opportunities beyond well-known market leaders, though AI acquisitions are viewed as high-risk bets.
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Indian equities have rebounded, but geopolitical uncertainties keep investor sentiment cautious. Despite this, strong corporate earnings, especially from small and mid-cap firms, offer encouragement. Valuations in the small-cap segment appear attractive, suggesting opportunities…

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