Why Overpriced Stocks Could Cost You Big: Rajeev Thakkar Reveals In The Infosys Case Study

Rajiv discusses the problem of inflated valuations in sectors like FMCG, retail, and e-commerce, driven by India’s growth story, noting that high multiples may not be sustainable. He highlights the importance of selective investment, as rising competition can pressure margins in high-growth sectors.
#valuations #stockmarket #infosys
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[@HarshK1988]

Rajiv is by far one of the best Fund Managers, His fund is sitting on cash for sometime now. It would be interesting to revisit this Interview in 2030 and see how it actually panned out.

[@praj4862]

PE in general is still very high. Next year likely to be mute...fresh investment is desirable after 4 to 5% correction

[@coffeeaffairs5643]

BEST FUND TODAY BUT I DNT WANT PPL TO INVEST the less aim it's better

[@Rohan-lp6jv]

Please🙏What is the best way to make money trading cryptocurrencies?

[@Diya-ou3ju]

As a beginner, the best you can do to yourself is to get a professional that will handle your account and minimize lost to it's nearest rate

[@Aanya-rx7fn]

I thought I was the only one who knew her well. I guess her reputation speaks for her now...

[@Aanya-rx7fn]

She has changed my life and the lives of my colleagues since she took over our company.

[@Mustafa-mi9xv]

Please do you have any links or information about her, how can I reach her??

[@Myra-jn2os]

She's is always active on t e l e g r a m 👇👇

[@guharup]

Bole Thakkar

[@dibyendusarkar1822]

What do you think about kaynes tech

[@1wordOneWord]

High pe , same thing will happen that happened with Infosys

[@araopredictionarp9382]

No valuations at all...