ETMarkets Smart Talk: Samir Bahl on NRI Concerns: Balancing portfolio reallocation and rupee depreciation impact
equity markets, our NRI clients have raised some concerns about the near to medium term outlook for Indian assets in their portfolio,” says Samir Bahl, CEO — Investment Banking, Anand Rathi Advisors.
In an interview with ETMarkets, Bahl said: “Over the long term, we strongly believe that the India story is going to play out very well with aggressive reforms expected to be pushed through by the government” Edited excerpts:
Thanks for taking the time out for us. We have witnessed a volatile November as markets keep moving from bullish and bearish phases. What is your call on markets?
November has indeed been a volatile month for the Indian markets, driven by factors like rising geopolitical tensions in the Middle East, Presidential elections in the US and Legislative Assembly elections in Maharashtra, together leading to significant FII outflows.
We saw valuations neutralising, with NIFTY’s PE ratio dropping from a high of 24.4x in late September to ~21.5x in mid-November.
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