Stock selection holds key as earnings & valuation gaps widen: Tata MF’s Chandraprakash Padiyar
Stock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to Chandraprakash Padiyar, senior fund manager at Tata Asset Management. Padiyar said valuations look expensive in some pockets but reasonable in others, making earnings and cash-flow growth key filters in a more volatile global environment. He remains positive…
Chandraprakash Padiyar, a senior fund manager at Tata Asset Management, emphasizes that stock selection is crucial for investors amid widening gaps in earnings and valuation across large-, mid-, and small-cap stocks. He highlights that valuations may seem expensive in some sectors but reasonable in others, making earnings and cash-flow growth key indicators in a more unpredictable global economy.
Padiyar maintains a positive outlook on banks and manufacturing, while considering select auto-ancillary firms as a better avenue to capitalize on the auto sector.
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