Despite the runup, IT companies are not very expensive and they are reasonably attractive despite their good quality balance sheets and good businesses, says Vinay Paharia, CIO, Union AMC.
You are saying that fair value growth has a strong correlation with GDP growth. Nifty’s fair value growth has plunged in line with FY21, nominal GDP fall. What does this essentially mean?
Nine big financial changes that you must watch out for in October
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