Stock selection will matter more than broad market calls as earnings and valuation dispersion widens across large-, mid- and small-cap stocks, according to Chandraprakash Padiyar, senior fund manager at Tata Asset Management. He said investors should prioritise earnings and cash-flow growth in a more volatile global backdrop, while staying constructive on banks and manufacturing and using select auto-ancillary names to play the auto theme.
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"Stock Picking Turns Crucial as Earnings, Valuation Gaps Widen, Says Tata MF’s Chandraprakash Padiyar"
Stock selection will matter more than broad market calls as earnings and valuation dispersion widens across large-, mid- and small-cap stocks, according to Chandraprakash Padiyar, senior fund manager at Tata Asset Management. He said investors should prioritise earnings and cash-flow growth in a more volatile global backdrop, while staying constructive on banks and manufacturing and using select auto-ancillary names to play the auto theme.
Stock Picking Turns Crucial as Earnings, Valuation Gaps Widen, Says Tata MF’s Chandraprakash Padiyar
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RDU Global Wire
Macro Economy & Fiscal Policy Desk
New Delhi, India Just now (05:49 AM IST)•5 min read
Stock selection will matter more than broad market calls as earnings and valuation dispersion widens across large-, mid- and small-cap stocks, according to Chandraprakash Padiyar, senior fund manager at Tata Asset Management. He said investors should prioritise earnings and cash-flow growth in a more volatile global backdrop, while staying constructive on banks and manufacturing and using select auto-ancillary names to play the auto theme.
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