Punita Kumar Sinha suggests caution despite positive Indian market trends, highlighting concerns about valuations and ignored geopolitical ...

So, part of it is the valuation, but the earnings of the companies will definitely get impacted and maybe the earnings results have not yet...

So, I think markets are going to move a lot with policy announcements and that means that there could be volatility in the markets and it c...

“India had a very strong rally across the board but it is time to get more selective.”

Foreign investors will eventually move towards India in the long run, says founder Punita Kumar Sinha.

The government must spend more on infrastructure, create more jobs and that is what the government is looking to do because the unemploymen...

Some of the correction is part of a global correction and some of it is specific to India.

US markets trading at 50% premium to EM valuations, the highest ever in two decades, says Sinha.

RBI's conservative strategy to wait before cutting interest rates further is likely to have a negative impact on the equity market.

"The foreign investors have not been key to improving the equity markets. It is the domestic investors that have to step in"

Quite honestly in the last 10-20 years that I have tracked the Indian markets, there has either been a pre-budget rally or a post-budget ra...

Fixed income in the US has outperformed equities. The concern is that the rate cycle might turn in the developed markets, says Punita Kumar...

If you look globally, the US as an example, there has been a big sector affect this year. So consumer staples and IT have underperformed bo...

India is going through a slowdown, but that can be reversed because India has a strong consumption base, says Punita Kumar Sinha.

In an interview with ET Now, Punita Kumar Sinha, Managing Partner, Pacific Paradigm Advisors, talks about the Indian markets and policies. ...

In Budget 2012-12, FM also has to address the fiscal deficit which means some tough measures in terms of raising taxes, excise duties etc.

Punita Kumar Sinha, Managing Partner, Pacific Paradigm Advisors, in an interview with ET Now, gives her outlook on Indian economy and marke...