Pankaj Tibrewal Warns Of Frothy Valuations Amid Bull Market; Advocates Caution & Risk Management
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Pankaj Tibrewal, Founder & CIO
Pankaj Tibrewal, Founder & CIO - IKIGAI Asset Manager - highlighted concerns over frothy valuations in some sectors amid a bullish market, emphasizing the need for caution and risk management. He sees potential in auto ancillaries shifting to non-auto sectors, private financials, US pharma generics, and consumer staples/discretionary amid signs of rural consumption recovery and strong seasonal trends in durables.
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در تاریخ 1403/04/16 منتشر شده
است.
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