Geopolitical tensions not yet a red flag for investors: Cameron Brandt

Geopolitical tensions not yet a red flag for investors: Cameron Brandt

“Historically, things have to get pretty bad before investors really get chased out of a market and while there will certainly be more caution until this gets resolved, I do not think it is going to completely reverse the flows that sort of India funds and sort of Indian asset markets in general I have … Read more

Aashish Somaiyaa on 3 reasons for market’s underperformance

Aashish Somaiyaa on 3 reasons  for market’s underperformance

“The reality is that today’s 18000 is 20-25% cheaper than 18000 of one and a half year back because if you look at Nifty EPS from below 700, we are now talking more like 830-840,” says Aashish Somaiyaa, White Oak Capital.What are the factors in your mind right now because of which this underperformance is … Read more