ETMarkets Smart Talk: Investors should taper returns expectation in 2024; focus on quality businesses: Sah

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Key Points

Investors should taper their returns expectation, focus a lot more on the quality of businesses in portfolio and the valuations they command, says Sahil Kapoor, Market Strategist & Head - Products, DSP Mutual Fund...

In an interview with ETMarkets, Kapoor said: Over the last 3 years, investors have been able to record nearly 20% CAGR returns which are unlike our long-term returns, Edited excerpts:..

Markets are trading near record highs as we approach the Interim Budget 2024 or the Vote on Account what are your expectations?..

Focusing on hard data like FDI inflows, domestic gross block additions, capital expenditure of the state and central government, and improvement in freight movements are better indicators to gauge economic level changes...

Sahil Kapoor: We expect the Budget to maintain its focus on infrastructure and fixed assets creation..

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