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  • News From Press Why PPFAS MF’s Rajeev Thakkar doesn't want to raise his exposure in private sector lenders

    Why PPFAS MF’s Rajeev Thakkar doesn't want to raise his exposure in private sector lenders

    Source: The Economic Times Dec 18, 2020


    Do you feel there is still value to be found as we are starting to see broader market participation?
    If we look at trailing earnings, then markets seem overvalued but the difficulty with trailing earnings is that 2020 has been an exceptional year in terms of the pandemic and how everything got disrupted. So a stable level of earning is what people are grappling with. It is easier to go stock by stock and figure out whether it makes sense to own a stock or not, but it is diffi ..

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