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Strategy: Bubble somewhere, trouble elsewhere
Publish date: 29th June, 2018
Bubble somewhere, trouble elsewhere. Extreme valuations between sectors and within sectors may imply the market’s.
- Share of certain 'growth' stocks in India's market capitalization quite high
- Short-term concerns about global and domestic macro uncertainty and long-term conviction about the future of disruptors
and the disrupted. - Disruption will not impact all companies equally and several very little for a long time
- Perceived disruptors can also face the threat of disruption
QUICK NUMBERS
- Proportion of ‘growth’ stocks in India’s market cap. has increased to 31% from 22%
- IT sector used to contribute almost 15% of India’s market cap. in late 1999
- Financials contribute 25% of India’s market cap. currently
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