Are Indian Stocks Overpriced? Aswath Damodaran Analyzes Equity Market Trends and Future Growth

Aswath Damodaran, a valuation expert from NYU Stern School of Business, offers an insightful analysis of changing trends in the equity market. He explores the shift from value investing to equity investing and provides an investment roadmap for investors. Damodaran delves into the dynamics of market cycles and trends, discussing the global rate cut cycle and the resilience of ageless companies. He also examines which companies thrive and which falter, identifying the market leaders. Damodaran further evaluates the high valuations in India and provides an in-depth exploration of the future prospects of the healthcare industry. He shares his insights on prominent Indian companies such as Zomato and Tata Group, and makes predictions about the upcoming growth sector in India, including projected returns for the next three years. Damodaran raises the question of whether Indian stocks are currently overpriced, challenging the prevailing optimism surrounding the India story. This detailed analysis provides valuable insights for investors and market enthusiasts.

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[GianetanSekhon]

Great for ET Now to get the opportunity to interview Prof. Aswath Damodaran.
The interview was well conducted without unjust interruptions.
Thanks!!!

[AndreAlbritton]

I've been an investor in Apple, gold, housing market as well because I strongly believe in them, I've always believed in the stock but now I don't know if to re-distribute my portfolio and put some money in Nvidia or Tesla especially now that we are experiencing a market correction

[itpatil]

Margins might be lower, but there is a play on credit provided by suppliers and collecting instant payment from customers. Since they have significant purchasing power, their cost of goods is going to be lower than the average retail store. Additionally, they can make money from promotions of products on their platform (ads). Not too sure why Prof. Damodaran is not mentioning any of these factors.

[thelayman]

During this interview, i just realized that the "next best technology" is not a technical thing at all... i can see through that it never was in the 70s invention of PC Personal computing, neither with the GUIs in 80s... not even with mobile phones in the 90s... never till today... Best Technology has less technicality about it and more of Geopolitics.. it is just another tool for establishing global superiority and commanding power ... As Aswath says if one of the next five top technologies is Indian, that would mean India is arriving as a global power, and not that any Technology or development had not happened from India till now !! Any country could work their ass off, but recognition or utility of their products and innovations would manifest only based on the nations global positioning ...

[gurudevsingh]

Thanks for throwing light on future sectors

[lakc]

This person will make you sit on the fence, and other people will make money in front of you.


The same happened to me on zomato. Very big opportunity missed.

Full of gyan like a baba, but it will make no sense in the current market situation.

He is best kept in classrooms of ivy leagues.