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SumanSpeaks Capital Markets & Geopolitical Intelligence  ▪  Estd 2006 VALUATION FRAMEWORKS  ▪  MARKET DYNAMICS Is the Indian Market Overvalued? Or Are You Looking at the Wrong Metrics? Why High-Multiple Stocks Keep Winning the India Growth Story Every few days, television studios and brokerage reports echo the same familiar refrain: "Indian markets are expensive." But reducing a company's worth to a single metric—the Price-to-Earnings (P/E) ratio—is one of the most common analytical mistakes in modern investing. The Indian equity market is not uniformly valued. It is a mosaic of businesses operating at vastly different stages of growth, capital intensity, and execution. While certain pockets undoubtedly command premium valuations, others continue to trade at modest multiples despite improving operational fundamentals. Trailing P/E measures where a business has been, not where it is heading...
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Market Mantra: The gates for a cut in the Interest Rate is cleared
The road for the next step of the RBI to go for a 50 basis points cut in the interest rate in the next meeting is now almost cleared with the figures of GDP dipping to a dismal 6.1%, against and estimated 6.9%. In such circumstances, your focus should be on those sectors which will be a direct beneficiary of any cut in the interest rate: Banks, Real Estate/Construction, Auto and Steel/Cement counters. Therefore, use every dips to buy shares of good companies. Now the railway budget is near, therefore buy Kalindi Rail Nirman  Ltd at Rs.118--121, SL--Rs.117. T--Rs.131-145.
Buy KSK Energy Ventures Ltd at Rs.70-71, T--Rs.84, SL--Rs.66. Since the energy sector is expected to do well buy good stocks in this sector, including Jai Balaji Industrires Ltd, which was again given a buy today at around Rs.39, and which touched Rs.40.35 intra-day. 
Late afternoon call given to the Paid Group: buy Mini_Nifty at 5438, T-5500, SL--5410. This time the Nifty is expected to cross 5600 and hence please do not go in for deep shorts.

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