Is there a bubble in quality? Sunil Singhania, Founder – Abakkus Asset Manager LLP says high PE stocks will not give high returns for the next ten years. Catch him in an exclusive chat with ET Now.
The Big Call – Bubble In Quality?
Indian equity markets have never witnessed as high a valuation in a few stocks for such a prolonged period as we see today. Most of these stocks are usually associated with perception of high & increasing growth and improving capital efficiency. While these characteristics are true for a few stocks, a closer look tells us a completely different story for the majority. We attempt to unearth and understand the valuation bubble in perceived quality stocks in India.
Market outlook through the eyes of a Bollywood lover
Bollywood is engrained in every Indian’s DNA. In this ET Article, we see a unique way of giving perspective on various factors impacting the markets from the eyes of a Bollywood lover.
(SOURCE: Text and Concept by Sunil Singhania, Founder – Abakkus Asset Manager LLP)
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