9 Comments
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Ajay Arora's avatar

Very well explained article giving lot of insight πŸ‘

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Smita's avatar

Thank you...Happy to hear it added value 😊

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Abhishek Pathak's avatar

Great article Smita, This concept is new for me...

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Smita's avatar

Thank you..glad you liked it. Today’s article is about debt. I think you will find that helpful 😊

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Abhishek Pathak's avatar

Thank you😊

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Kathir Azhagan's avatar

Indian equity valuations are already elevated - Future returns will depend more on earnings growth.

Not only FII selling, even the promoters selling knowing that their own company is overvalued.

Example : Airtel, Indigo, Bajaj Fin Serve, Bajaj housing finance, etc...

What brings FIIs back ?

Clear earnings recovery.

Balanced global narrative on AI.

Growth momentum visibility.

Out of the 50 Nifty 50 stocks

20 Stocks P/E is above 50.

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Smita's avatar

Fair point. When valuations are stretched, liquidity can only do so much; earnings have to justify prices.

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Shekhar Kumar's avatar

Thanks for this it is very knowledgeable

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Smita's avatar

Thank you... I am glad you found it helpful 😊

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