Nirav Sheth News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Nirav Sheth is optimistic about corporate India's earnings trajectory but mentions India may be in potential bubble territory. The market has continued to gain for eighth year running and it is time to moderate expectations for next year. The market is forward-looking, focusing on structural stories. Sheth also talked about inflation control and the impact of current account deficit . He also said he was terribly bullish on the trajectory of the economy for the next several years

The ownership of PSUs in mutual funds has reached a 3-year high as mutual fund managers chase the momentum in Indian PSU stocks. The sharp outperformance and re-rating potential, along with sector-specific triggers and the 'Modi ki guarantee' factor, have fueled interest in PSU stocks. Nifty CPSE has more than doubled in last one year. PSU banks are outperforming private sector banks due to low valuations which many consider to be fair even after the run-up in stock prices.

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“The key question is are you positioning yourself to buy into the corrections? Is it a buy-on-dip story or a sell-on-rise story? You do not want to miss the wood for the trees. When you look at the next several years, this is a long journey. There is no point in trying to pre-empt 2%, 3%, 4%, 5% corrections and getting obsessed with it.”

In an interview, Nirav Sheth, chief executive officer, institutional equities at Emkay Global Financial Services, says he is positive about most sectors including banks, but with varying levels of confidence.