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Fund manager Prateek Agrawal has issued a buy call on Indian equities, arguing the recent market decline represents a valuation opportunity rather than a structural break. The call hinges on earnings trajectory and macro conditions remaining intact through the correction. Foreign institutional flow reversal would be th
TSMC and ASML posted strong earnings but failed to generate meaningful stock gains, suggesting chip sector valuations may already reflect optimistic scenarios. The pattern across both a leading foundry and a key equipment maker points to sector-wide price exhaustion rather than isolated underperformance. Investors are
SanDisk shares have risen 2,640% over the past twelve months, making it one of the most extreme single-year equity performers on record. The scale of the move raises questions about whether fundamentals justify the new valuation or whether the rally is outpacing underlying business performance.
Tag
Fund manager Prateek Agrawal has issued a buy call on Indian equities, arguing the recent market decline represents a valuation opportunity rather than a structural break. The call hinges on earnings trajectory and macro conditions remaining intact through the correction. Foreign institutional flow reversal would be th
2mo ago · 1 min · Markets
TSMC and ASML posted strong earnings but failed to generate meaningful stock gains, suggesting chip sector valuations may already reflect optimistic scenarios. The pattern across both a leading foundry and a key equipment maker points to sector-wide price exhaustion rather than isolated underperformance. Investors are
2mo ago · 1 min · Markets
SanDisk shares have risen 2,640% over the past twelve months, making it one of the most extreme single-year equity performers on record. The scale of the move raises questions about whether fundamentals justify the new valuation or whether the rally is outpacing underlying business performance.
2mo ago · 1 min · Markets
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