Prashant Khemka of White Oak Capital Management suggests current market valuations are reasonable, aligning with long-term averages. He anticipates market returns in the low double digits, mirroring India’s nominal GDP growth. While advising fresh investments, Khemka suggests balancing portfolios with sectors less susceptible to tariffs, noting the recent earnings season aligns with expectations.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets