We should be positioned for incoming growth but need to be very careful about the valuations at which we enter. The entry multiples are nowhere close to the value zone, at least in the near term, says Sameer Narayan, EVP, PMS, Invesco Asset Management.
What is your view on the markets? Do you think a healthy-ish correction was warranted and that is exactly what we have started right now?
We have waited for this correction ..