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Sentiment is broken, fundamentals are not. PL Asset Management CIO says now is the time to buy

Indian equity investors, frustrated by stagnant returns, are urged by Sandeep Neema of PL Asset Management to distinguish weak sentiment from improving fundamentals. He highlights opportunities in financials, metals, power, and pharma, citing strong earnings visibility and attractive valuations. While cautious on IT, Neema advises topping up equity allocations for long-term gains.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. lunedì 25 maggio 2026·economictimes.indiatimes.com

    Sentiment is broken, fundamentals are not. PL Asset Management CIO says now is the time to buy

    Indian equity investors, frustrated by stagnant returns, are urged by Sandeep Neema of PL Asset Management to distinguish weak sentiment from improving fundamentals. He highlights…