Archive · 25 Jul 2025
Motilal Oswal's Raamdeo Agrawal: Indian Market Is Fairly Valued
Raamdeo Agrawal, from Motilal Oswal, thinks the Indian stock market is neither too expensive nor too cheap, it is fairly valued.
He believes the economy's growth is a bit slow right now.
He also mentions the importance of finding good companies to invest in and that AI is making businesses more efficient.
Agrawal's advice for investors is to keep a balanced approach, focus on the overall performance of their portfolio and stay invested for the long term.
Raamdeo Agrawal of Motilal Oswal Financial Services says the Indian stock market is fairly valued.
Agrawal notes that while the real economy's growth may be slow, the market is expected to improve in the second half of the year or the next.
He advises investors to focus on identifying good companies at reasonable prices, despite a more competitive market.
Agrawal believes that AI will positively impact businesses, with a potential for headcount freezes, and a great time for businesses.
Agrawal suggests staying invested and maintaining equity allocation, even when seeing corrections in individual stocks.
- Who
- Raamdeo Agrawal, Chairman and Co-founder of Motilal Oswal Financial Services.
- What
- Raamdeo Agrawal's perspective on the Indian stock market, economy, and AI's impact.
- When
- In an interview conducted recently.
- Where
- India.
- Why
- To provide insights on market valuation, economic trends, and investment strategies.
Optimistic Views
Realistic Considerations
Investment Approach
Optimistic Views
Focus on promising companies with significant growth potential.
Realistic Considerations
Avoid excessive concern about short-term market corrections.
- Market Valuation
- Fairly valued
- Economic Growth
- A bit slow currently
- AI Impact
- Positive impact, headcount freeze in some companies
- Investment Strategy
- Focus on good companies, maintain equity allocation
- Market Outlook
- Expectations for improvement in the second half of the year or next.