ETMarkets Smart Talk: Siddhartha Bhaiya on why Indian market commands a premium compared to EMs
“There are definitely some pockets in the markets which may struggle with the turbulent times ahead and valuations of these companies have little room for negative news. We suggest a well-diversified portfolio with balanced allocations towards index funds, good small and midcap stocks and gold. Indian indices would rightfully enjoy higher valuations and increasing weights in global benchmark indices going ahead as well.”
