The fundamentals will catch up with the market over the next 6 to 12 months, says S Krishna Kumar, CIO.
If liquidity is abundant and there is going to be low interest rates for a long time, what is the end game now? Can one safely assume that the party will continue and markets will continue to show complete disregard for valuations?
I think you asked the same question in a different way. So the markets right now are driven by a lot of liquidity coming th ..