We're diving deep into the market with 4 key segments: 1. Hard Data, Reflections on Corporate Performance & Valuations 2. Stocks Over the Long Term! 3. Cautionary Signals for the Indian Rupee 4. A Few Contra Signals to What Seems to Be the Trend
When talk is cheap, liquidity is cheaper, stocks are expensive.
One of the reasons why equity markets with high return ratios are trading at multi-decade high valuations – Extraordinary rise in fiscal and monetary stimulus.