After recent market corrections, much of the excess valuation has settled, making it an attractive time for investors to deploy capital.
Also Read | Aditya Birla Sun Life CIO says valuations make this a good time to investThe recent wave of foreign selling in India, according to Khemka, is largely driven by global investors shifting funds into the US rather than a specific negative sentiment toward India. “It’s not negative about India as much as it is negative about or more positive about the US compared to everything else,” he explained.
However, if volatility in the US persists, investors may reconsider their strategy, potentially benefiting emerging markets like India.Also Read | Kotak’s Nilesh Shah: Market excesses corrected, time to start accumulating
He emphasised that economic growth and market returns have never followed a straight line, and corrections should be seen as opportunities rather than setbacks.
While investor sentiment swings with market movements, Khemka believes that waiting for a perfect moment to invest is futile. “Everything’s never going to be rosy,” he said, urging investors to stay focused on the bigger picture rather than short-term fluctuations.
For the full interview, watch the accompanying video
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