Pankaj Tibrewal Warns Of Frothy Valuations Amid Bull Market; Advocates Caution & Risk Management

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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[@ampan75]

Market will be demand supply driven, not valuation driven anymore. Aam aadmi nifty.

[@vipulsharma1897]

Abs manufacturer kon hai india me?

[@learn-2-earnn]

Infact the financials and fmcgs have frothy valuations as their PEs are still high and growth is negative or stagnant even from future perspective ...these funds managers need constant money to come in to invest in financial and consumption funds and hence scare reatailors away from momentum sectors and ask to invest in stagnant sectors like banks and fmcgs...so such media channels are used to promote their funds

[@Narendratnreddy]

Market will fall after budget. after fed meeting on jul 29 30.