We are in a bull economy over next 4-5 years & every dip will see more buying: Vinit Sambre
“Segments like consumer durables where the valuations have not corrected and are not reflecting the current picture of some slowdown seen in the overall consumption, the competitive pressure is very high and the inability of the companies to pass on the pricing. That is leading to margin contraction and those probably are not getting fully reflected in the valuations.”
