Selectively Looking For Opportunities In Financial, IT services, Engineering Cos | Bhavin Shah

Mr. Ajaya Sharma of ET Now spoke to Mr. Bhavin Shah, founder of Sameeksha Capital to discuss the market outlook, valuation as well as sector opportunities . According to Mr. Bhavin Shah, valuations are still sitting on uncomfortable levels, hence a bit cautious. Market is discounting multiple years of very strong growth and beyond that. Any kind of negative news can lead to sharp correction. Continue to like long term prospects for Indian equities. Opportunities are across financial space owing to massive underperformance. NBFCs that cater to Tier 3,4 regions have huge potential to grow. Insurance sector is also reasonably valued. Selectively seeing opportunities within IT space which may start to witness growth recovery in 6-9 months. Tune in to listen to more.
#stockmarket #bhavinshah #ajayasharma #nifty #etnow
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