DSP Mutual Fund’s Sahil Kapoor advises caution, noting elevated valuations and stagnant fundamentals despite market optimism. He urges investors to distinguish sentiment-driven rallies from genuine recovery, emphasizing the need to monitor earnings quality and margin trends. Kapoor also shares insights on gold, the US Fed’s policy impact, and attractive sectors.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets