The valuation of the Nifty has come to the lowest level in 5-10 years. If Kovid is left, the valuation of the Nifty after a long time has come to this level. Apart from this, there is no risk in the market. Only the market sentiment is weak. Chief Investent Strategish and CEO Vikas Gupta from Omanis Capital spoke. In a conversation with Moneycontrol, he told many important things about the stock market and investment.
Earnings will increase in the second half of FY26
Gupta says that even in the fourth quarter of this financial year, the earnings of companies (Corporate earnings) Can be weak. However, he hoped for recovery in Arnings in the second half of FYH26. He told where he invested in the recent decline in the market. He said, “We have the lowest during the fall NPAMost Nims And Roe Invested in stocks. Apart from this, we invested in stocks of power, housing finance, logistics, construction and engineering sectors. “
Nifty after many years at attractive level
Has the market bad time passed? In response to this question, he said that we have left behind the things that create uncertainty. Our focus as an investor should be on the occasions in the market. If someone asks us whether there is a chance to buy or selling it, then my answer will be that there are great opportunities to invest in this market. The current PE ratio of Nifty has come at about 20.5 times. It is close to the lowest PE ratio of the Nifty in the last 5-10 years. Nifty’s PE came at 18.71 times only during Kovid.
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Due to these reasons, the market will rise
He said that if compared to the first decline, then the situation is quite different. India’s GDP growth is the fastest among countries with large economy. Inflation has come close to 4 percent of RBI targets. Indian economy’s health is very strong. NPAs of banks are the lowest in the last two decades. The balance sheet of companies is strong. In such a situation, existing investment occasions can be used in many sectors. However, it has to be kept in mind that in the last 5-10 years, correction may come in the market favorite stocks.