S Krishnakumar on 3 sectors to bet on for next 6 months
«Having said that, if you look at the valuations basically, we have started discounting FY26 and FY27, so that basically means that we are probably headed into a phase of time correction, consolidation, probably some amount of value correction that we should be prepared for,» says S Krishnakumar, Lion Hill Capital.
Which camp are you in – the cautious, happy camp which has made a lot of money last three-four years and now taking it easy or still on the ball, completely looking for good ideas and not very cautious on the market.
S Krishnakumar: I think I belong to the first camp and been cautious but invested, so we have been probably making good returns last three-four years. Of course, with all the news flow around us that we see, India is in a sweet spot in terms of foreign interest and also on domestic flows that are coming through.
India’s equity asset class is looking to really do well. Having said that, if you look at the valuations basically, we have started discounting FY26 and FY27, so that basically means that we are probably headed into a phase of time correction, consolidation, probably some amount of value correction that we should be prepared for.
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So, incrementally, we will be quite watchful. There are a few triggers that could dispel some trouble for the
