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Sandip Agarwal notes the Indian investor's increasing maturity, moving beyond panic selling to strategic buying after initial market dips. He suggests PSU banks, like SBI, may outperform private sector banks due to their deposit franchise amidst NIM compression from rate cuts. Investors are keenly awaiting SBI's results and future strategies for deploying raised funds.
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News and Media
Despite digitization efforts, India's corporate bond market sees limited retail participation due to complex risks and transparency issues. However, a slight increase in retail interest is noted, coinciding with expected rate cuts that are predicted to boost corporate bond issuance.
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Prashant Khemka of White Oak Capital Management suggests current market valuations are reasonable, aligning with long-term averages. He anticipates market returns in the low double digits, mirroring India's nominal GDP growth. While advising fresh investments, Khemka suggests balancing portfolios with sectors less susceptible to tariffs, noting the recent earnings season aligns with expectations.
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News and Media
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