Midcaps Overvalued? Ajay Srivastav Warns Investors | Follow PE Money, Bet on Demergers
Midcap shares have delivered sturdy returns, however are valuations now too stretched? Ajay Srivastav, CEO, Dimensions Company Finance Companies, joins us to debate the highway forward for Indian markets after the earnings season.
Srivastav cautions traders towards chasing costly midcaps and says the main focus ought to be on earnings progress fairly than additional P/E growth. He additionally shares his views on capital items, energy tools and defence shares, whereas highlighting demerger alternatives and following the PE cash as potential funding methods.
He explains why traders ought to construct portfolios for resilience fairly than simply returns, area out their shopping for and deal with high quality and pedigree amid market uncertainty.
