Now Reading: Equirus says large-cap stocks offer value as silver frenzy cools
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Equirus says large-cap stocks offer value as silver frenzy cools
Equirus says large-cap stocks offer value as silver frenzy cools
Equirus Wealth Managing Director Pallav Bagaria says Indian large-cap equities now offer one of the better opportunities for wealthy investors, after years of interest in small caps, unlisted shares and commodities. In…
The Story in Brief
Equirus Wealth Managing Director Pallav Bagaria says Indian large-cap equities now offer one of the better opportunities for wealthy investors, after years of interest in small caps, unlisted shares and commodities. In an interview with ETBFSI, he said market valuations are more reasonable than in 2024, though not cheap. Large-cap stocks have lagged fashionable assets, making them less popular, he said.
Bagaria said enthusiasm for silver has cooled after its correction, while investors continue to await another rally. He views gold as a strategic asset as confidence in the US dollar weakens, but said silver is harder to assess because industrial demand changes its investment case. He also warned that higher returns cannot come without higher risk.
The Indian Opinion
The lazy story is that large caps are dead, while the opposing sales pitch says every correction is a buying opportunity. Neither follows from one wealth manager’s view. Large companies can still be overpriced, and silver can regain momentum. The useful test is less exciting: compare earnings growth with current valuations, then check whether returns justify the risk over the next few years.
Source: bfsi.economictimes.indiatimes.com
This story was synthesised by AI from the source linked above.
