ETMarkets Smart Talk: Capex, industrials, energy transition, and pharma among top bets till next Diwali: Rakesh Parekh
Energy transition, Select Financials and broader domestic consumption themes,” says Rakesh Parekh, MD & Co-head, Portfolio Management Services, JM Financial Ltd.
In an interview with ETMarkets, Parekh said: “We are also very positive on the Healthcare & Pharma space, especially high quality CDMO & Speciality API Mfg companies” Edited excerpts:
It is turning out to be a volatile October but it looks like Nifty has good support around 24500-25000 levels. What is your take on markets?
Markets had crossed all-time highs last month and despite the recent correction valuations are not cheap, trading at premiums to historic averages especially in the small & mid cap segments.
We still believe that the Indian economy and markets will provide tremendous scope for growth and wealth creation in the coming years. Of course, there would be market ups & downs along the way; especially in the Short-Med term if earnings growth begins to get challenged.
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