Key Points
Gurmeet Chadha, Managing Partner, Chief Investment Officer, Complete Circle Consultants, says: Had you taken Nifty 50, you would have made 30% last year..
Sectoral indices like realty are more than 125%..
Some of it would probably reverse this year as liquidity eases and rate cut cycle starts, I think some banking performance should come back...
So, the market is in line with earnings over a three-four-year period and I do not see that 15-18% earning growth getting challenged even this year at a broader market level...
Do you think this run rate would not only continue, but keep on going higher incrementally, so that in 12-18 months, we are talking about reaching 25,because this end of the market has been instrumental in providing a lot of stability from FII outflows?..
