Know The Now – Shifting Winds

Markets have sold off aggressively, as they are prone to do every 2-3 years. The market experts are out in force this week. Invariably, they are bearish. The market topped in October 2024. For the record, on October 8th 2024, this publication warned of a slowdown in the Indian economy, and reduced equity exposure across mid & small caps and subsequently large caps from moderately over-weight to close to neutral. We wrote then that we’d flip to being buyers of equities at more reasonable valuations.