Lagging Behind! Nifty returns were less than that of a fixed deposit in last 1 year
1/5
Talking Point
We spoke to Harini Dedhia, Portfolio Manager and Head of Research, Tamohara Investments on markets in Samvat 2080, FIIs investment into India, and the auto sector looks overvalued.
2/5
Avoid Autos
Autos would be a segment we would avoid any fresh allocation to, especially passenger vehicle linked. As a principle, we don't invest in companies that are trading at peak valuations and peak margins.
3/5
Market in Samvat 2079
The last 1-year performance of the Nifty50 has been less than that of a fixed deposit scheme.
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4/5
FII Flows Could Slow Down
We believe that foreign flows into Indian equities could slow down given that US treasury is at 5%, the risk-reward is not favorable in looking at equities in general as an asset class; forget Indian equities.
5/5
Market in Samvat 2080
Given the strong earnings growth visibility in India, I do believe that any stock market volatility will be bought into. There is possibly no better place for investors with a long-term time horizon than Indian equities.