This fund manager highlights expensive valuations in real estate, defence & capital goods
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D-Street Strategy
ETMarkets spoke to Christy Mathai, Fund Manager- Equity, Quantum Mutual fund on markets, sectors to avoid and outlook for Samvat 2080.
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K-shape recovery in Real Estate
In line with the K-shaped recovery witnessed in most consumption themes, residential real estate demand continues to be strong especially in the premium to luxury segment and weak in the low-ticket projects.
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Valuation Remain A Concern
Inventory in the system has come down, affordability across cities has gone up and retail demand has remained strong despite steep interest rate hikes. Valuation remains the key concern.
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Consumer staples
Despite trailing broader indices, valuation remains elevated within consumer Staples.
Defence & Capital Goods Space
Some of the companies within defence/cap goods are also trading at fairly expensive valuations, baking in strong growth numbers over years to come. This leaves no scope for negative surprises.
(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
Defence & Capital Goods Space
Some of the companies within defence/cap goods are also trading at fairly expensive valuations, baking in strong growth numbers over years to come. This leaves no scope for negative surprises.
(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)