ETMarkets Smart Talk | 不要用Nifty的21倍市盈率来评判印度；股票层面的估值仍提供机会：Emkay投资管理公司Kashyap Javeri
· economictimes.indiatimes.com
Kashyap Javeri认为，由于指数集中度问题，印度市场的估值溢价具有误导性。他强调中小盘股盈利增长强劲、SIP资金流入可靠以及FPI抛售放缓，同时提醒需警惕原油价格上涨和汇率波动等风险。
Q) Most experts say valuations and earnings offer a reasonable starting point. But India is still trading at a premium to most emerging markets. What exactly is...