With MSCI India ex-financials trading at a steep 26.4x forward PE, 1.9 standard deviations above the 10-year average, global brokerage Jefferies has released an aggressive list of 11 value buy stocks, including three from the Adani group. The dramatic shift comes as Indian markets trade at an 82% premium to emerging markets versus a 10-year … Read more
“I think while the markets are going up, the mood seems to be less elevated across the globe. So, I still think there is some place to go. Just speaking, of course, as a portfolio manager you have to be long and therefore very optimistic, so a little bit of biased stance. But I do … Read more
Mumbai: Is the recent stock market sell-off a good time to buy winners for the future? That’s the question investors are asking their investment advisors as they grapple with uncertainties such as the ongoing Russia-Ukraine conflict and large central banks‘ liquidity withdrawal plan. For traders, buying now without clarity on when the war would end … Read more