💰 Investors Need to be Selective as Valuations Turn
Published by OOPSONLINE.IN · Source: The Economic Times · 1 min read · · Updated
What actually happened
Aditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions against confusing strong earnings momentum with business quality, especially when red flags such as weak cash flows or stretched valuations are overlooked. While Indias growing domestic liquidity provides a cushion against sustained FII selling, Khemani says investors should remain focused on fundamentals, reasonable valuations and the long-term economics of businesses rather than simply following the latest market narrative.
Key points
- Aditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage.
- He cautions against confusing strong earnings momentum with business quality, especially when red flags such as weak cash flows or stretched valuations are overlooked.
- While Indias growing domestic liquidity provides a cushion against sustained FII selling, Khemani says investors should remain focused on fundamentals, reasonable valuations and the long-term economics of businesses rather than simply following the latest market narrative.
Summary based on data provided by The Economic Times. Full article available at the original publisher.
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