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All bad news is priced in, but don't call it a bull market yet: SAMCO MF CEO Viraj Gandhi
Economic Times 1 hr ago·24 Jul 2026, 3:30 am
According to SAMCO MF CEO Viraj Gandhi, the current market conditions suggest that negative news has already been factored into stock prices. However, it's too early to declare a bull market. Investors are advised to focus on large-cap stocks, which are considered safer due to their lower valuations compared to historical averages. Certain sectors like private banks and cement show promise with clear earnings visibility and growth potential. For moderate risk investors, a balanced systematic investment plan (SIP) allocation is recommended, especially for those with a long-term investment horizon of ten years. Earnings growth is expected to be a key driver of returns over the next twelve months.
Key takeaways
- Category: Results.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. Use the price and stock snapshot to gauge how the market is responding.
