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Taher Badshah's stock picking mantra for 2025


Published on 2024-12-09 09:01:28 - cnbctv18
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The article from CNBC TV18 features insights from Taher Badshah, CIO of Invesco MF, discussing the current state and future outlook of the Indian market. Badshah highlights a cautious optimism regarding market valuations, suggesting that while there are pockets of overvaluation, the overall market still presents investment opportunities. He points out that sectors like consumer discretionary and FMCG are showing signs of recovery, driven by an improving economic environment and consumer sentiment. Badshah also notes the importance of earnings growth in justifying current market valuations, with a particular emphasis on sectors that could benefit from a revival in rural demand and a potential increase in private capital expenditure. He advises investors to look for companies with strong fundamentals and growth potential amidst the evolving economic landscape.

Read the Full cnbctv18 Article at:
[ https://www.cnbctv18.com/market/taher-badshah-cio-invesco-mf-india-market-outlook-consumer-discretionary-fmcg-stocks-19521420.htm ]