ETMarkets Fund Manager Talk: This PMS fund manager sees mid, smallcap stocks driving consistent alpha returns
“Even at the current levels and based on expected EPS growth, we believe that the Indian market is fairly valued. We are comfortable with valuations from a long-term horizon perspective. We believe that in the absence of any major global events, Indian companies will deliver strongly on growth along with improving profitability, justifying the valuation at which the benchmarks are trading.”
