20/04/2024
There are companies having low demand and virtually no growth or negative growth but due to growth stories are enjoying high valuations. This era of euphoric valuations might come to an end in coming years.
We will see companies which are undervalued but having good businesses, doing well. Risk reward ratio in investing in such companies will be more favorable.
Is this the time to restructure portfolio from high valued stocks to undervalued stocks having good businesses?