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Markets2h 48m ago

Indian equities currently offer rare discounts, with valuations having reset after two years of consolidation.

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India

Who
Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan
What
Indian equities currently offer rare discounts, with valuations having reset after two years of consolidation.
When
Tue, 16 Jun 2026 03:30:00 GMT · 2h 48m ago
Where
India ·
Why
The market has settled into a reasonably good balance due to two and a half years of flat markets and significant selling by foreign investors, which has led to a reset in valuations and correction of excesses.
The Frontline Impact

How this affects you

Investors have a window of opportunity to acquire quality Indian companies at sensible prices over the next 12 months, potentially positioning their portfolios for significant gains before foreign capital re-enters the market.

Story chain

2 events in this thread
  1. Markets2h 48m ago
    Sailesh Raj Bhan advises investors to accumulate world-class businesses in Indian equities due to rare discounts and sensible valuations after two years of consolidation.
    Open article
  2. Currently Reading2h 48m ago
    Indian equities currently offer rare discounts, with valuations having reset after two years of consolidation.

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