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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