Markets Calm Amid Trade Wars: Valuations, Returns & 2026 Strategy with DSP MF Strategist скачать в хорошем качестве

Markets Calm Amid Trade Wars: Valuations, Returns & 2026 Strategy with DSP MF Strategist

In conversation with SAHIL KAPOOR, Head of Products & Market Strategist at DSP Mutual Fund, we decode why markets remain unfazed despite trade wars, geopolitical shocks and commodity volatility. Is the ultra-low volatility masking risks? Has India’s valuation premium versus other EMs narrowed meaningfully? We examine whether buy-the-dip remains intact, if SMID valuations are still expensive, and whether the froth is fading. The discussion also explores where we stand in terms of returns and valuations, whether earnings justify current prices, and if value is emerging in IT and FMCG. On asset allocation, what’s the outlook for long-duration bonds? Is it time to hold fire on gold and silver as central bank buying slows? Tune in for a detailed 2026 playbook focused on high RoE sectors and stable business models. #Markets #IndianMarkets #DSPMutualFund #EquityStrategy #StockMarketIndia #SMID #Valuations #GoldOutlook #BondMarket #ITStocks #FMCG #Investing Moneycontrol is India’s leading financial portal, offering market news, expert analysis, and powerful tools. A part of Network18, moneycontrol.com is India’s most trusted destination for financial and business news. #live #livenews #latestnews #topnews #moneycontrol #moneycontrollive #businessnews #businessnewslive #stockmarket #stockmarket #sharemarketnews #stockmarketliveupdates Subscribe: https://bit.ly/moneycontrolyoutube Follow us: Visit https://www.moneycontrol.com/ Facebook: /moneycontrol Twitter: /moneycontrolcom Instagram: /moneycontrolcom