Archive · 23 Jul 2025
Shankar Sharma on Indian Equities: Cautious Outlook
Imagine the stock market is like a baseball game.
For the past five years, it's been easy to score runs (make money).
Now, Shankar Sharma, a market expert, says the game is getting tougher.
Most of the big companies' stocks are already expensive, so it's harder to make more money from them.
However, Sharma thinks there are still chances to score in smaller companies.
He warns against buying IT stocks and defense stocks now.
He suggests a mix of investments, not just stocks, and focusing on good companies.
Shankar Sharma believes Indian equities may be entering the final phase of the current bull market.
Sharma suggests a more cautious approach to return expectations due to high valuations.
He sees limited upside in most large-cap stocks but finds opportunities in small- and micro-caps.
Sharma advises caution on IT stocks and defense sector due to valuation concerns.
He recommends a balanced portfolio and emphasizes focusing on quality businesses.
- Who
- Shankar Sharma, founder of GQuant Investech.
- What
- Market expert Shankar Sharma's views on the Indian stock market.
- When
- The conversation happened on Wednesday.
- Where
- N/A
- Why
- To provide investors with insights on market conditions and investment strategies.
Investor Sentiment
Shankar Sharma's Advice
Market Performance Expectations
Investor Sentiment
Many investors are optimistic about the market's continued growth.
Shankar Sharma's Advice
Shankar Sharma suggests adopting a cautious approach and realistic return expectations.
Stock Selection
Investor Sentiment
Some investors may be inclined towards large-cap stocks due to their perceived stability.
Shankar Sharma's Advice
Sharma sees limited upside potential in large-cap stocks.
- Expert
- Shankar Sharma
- Company
- GQuant Investech
- Market Outlook
- Entering final leg of bull market
- Investment Strategy
- Cautious, selective investing
- Stocks of interest
- Valiant Communications