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.

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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)