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Podcast: businessline's State of the Economy Podcast
Episode: India’s growth story justifies the higher market PE multiples: Varun Saboo, Head of Equities at Anand Rathi Shares and Stock Brokers
Description: In this State of the Economy Podcast, bl.portfolio editor Parvatha Vardhini C, talks to Varun Saboo, Head of Equities at Anand Rathi Shares and Stock Brokers, on the post-election market dynamics and where the opportunities lie now. He explains that the severe market reaction post-election was driven by unmet expectations of a higher seat count. However, he reassures that the market's fundamentals remain strong due to the continuity of the government, noting, "This is a government which is coming third time in a row, right? I have not seen this happening in many countries, especially among the larger...