Investing In India: Are Valuations Justified? | Venugopal Garre On The Talking Point With Niraj Shah

Venugopal Garre, India Head - Research & MD, Bernstein gives insights on the coalition government and how it will impact the markets. He tells that the flavor of capex will shift from government to private over time.
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[@randomtest-rv5fx]

That's correct. Good calls from Mr Garre. He called that market will be weak in Jan to mar 2023 with nifty heading to 16000 levels. Then upgraded India to Buy in first week of April 2023 - only one that I know swiftly moved from sell to Buy. Wonder how we can access his research as we get to know only the current view from his TV interviews but don't get to know how he changes his directional calls.

[@ramreddymatta]

In 2023 he said nifty will correct till 16000 before flying 😮