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ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh Mukherjea

As reported by Markets-Economic Times
Quality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European and US small and mid-cap stocks, and Indian financial services as key opportunities. This shift occurs as a prolonged economic stress period begins, favoring quality assets over lower-quality ones. Investors can find compelling value now.
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Saurabh Mukherjea notes that quality stocks, both in India and globally, are currently at their lowest valuation in years. He advises investors to focus on three key themes: export-oriented manufacturing, European and US small and mid-cap stocks, and Indian financial services.…

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