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ETMarkets Investors' Guide (ETMarkets.com)
$2 billion fund manager tells you how to play infra now
09:58 Min | June 12, 2021, 2:21 PM IST
Rohit Singhania of DSP Investment Managers talks about how to play the infra theme, if commodity rally has more legs, and more! Listen in to find out.
Transcript
Welcome to ETMarkets’ Investors Guide, a show about asset classes, market trends, and investment opportunities. This is Sabari Saran.
As the domestic equity indices hover at record high levels, Nifty's one-year forward P/E multiple quotes at an 8 per cent premium to its long-term average. The Buffett Indicator i.e. market cap-to-GDP ratio, also suggests market valuations are not cheap, making investors ask if they should start selling stocks.
In this edition of our special weekly podcast, Amit Mudgill of ETMarkets talked to Rohit Singhania, Co-Head Equities at DSP Investment Managers, to know his thoughts on market valuations. Singhania, who manages over $2 billion in assets, said the market still offers plenty of opportunities for investors and picked a couple of sectors that he thinks can outshine the broader market over the next two to three years.
Welcome to the show, Sir:
>>Markets are at all-time highs. This includes not just Sensex or Nifty, but the broader midcap and smallcap indices as well. Are you comfortable with these valuations?
>>So, do you think there are enough opportunities in this market?
>>Infra, as a theme, is being talked about a lot of late. In this vast sector, which are the sub-themes that you find interesting and why?
>>Do you think the commodity rally has more legs? Which pockets do you think can sustain earnings growth for a good period?
>>Picking the right stock is a difficult task. Taking a decision on when to sell is even more difficult. What would be your advice to investors?
>>By when do you expect the US Fed to start rolling back its stimulus? How will it impact the domestic market?
>>If you were to name the sectors that you think can outperform the broader market over the next 2-3 years, what would they be?
That’s it in this week’s edition of the special weekend podcast. Do come back next Saturday for this weekly special. You can also check out our regular podcasts on the equity market twice every weekday in this space. Happy Weekend
As the domestic equity indices hover at record high levels, Nifty's one-year forward P/E multiple quotes at an 8 per cent premium to its long-term average. The Buffett Indicator i.e. market cap-to-GDP ratio, also suggests market valuations are not cheap, making investors ask if they should start selling stocks.
In this edition of our special weekly podcast, Amit Mudgill of ETMarkets talked to Rohit Singhania, Co-Head Equities at DSP Investment Managers, to know his thoughts on market valuations. Singhania, who manages over $2 billion in assets, said the market still offers plenty of opportunities for investors and picked a couple of sectors that he thinks can outshine the broader market over the next two to three years.
Welcome to the show, Sir:
>>Markets are at all-time highs. This includes not just Sensex or Nifty, but the broader midcap and smallcap indices as well. Are you comfortable with these valuations?
>>So, do you think there are enough opportunities in this market?
>>Infra, as a theme, is being talked about a lot of late. In this vast sector, which are the sub-themes that you find interesting and why?
>>Do you think the commodity rally has more legs? Which pockets do you think can sustain earnings growth for a good period?
>>Picking the right stock is a difficult task. Taking a decision on when to sell is even more difficult. What would be your advice to investors?
>>By when do you expect the US Fed to start rolling back its stimulus? How will it impact the domestic market?
>>If you were to name the sectors that you think can outperform the broader market over the next 2-3 years, what would they be?
That’s it in this week’s edition of the special weekend podcast. Do come back next Saturday for this weekly special. You can also check out our regular podcasts on the equity market twice every weekday in this space. Happy Weekend
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