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Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash Padiyar
Economic Times 1 hr ago·28 Sept 2026, 4:34 am
Tata Asset Management's senior fund manager, Chandraprakash Padiyar, has highlighted a widening gap between the earnings growth and valuations of different market segments. He suggests that while some sectors are trading at expensive levels, others remain reasonably priced. In this environment, investors need to be more selective, focusing on companies with strong earnings and cash-flow growth to navigate volatility.
Padiyar remains optimistic about the banking and manufacturing sectors, viewing them as potential areas of strength. He also recommends looking at specific companies within the auto-ancillary space as a way to gain exposure to the broader automotive industry. This approach allows investors to target specific opportunities rather than betting on the entire sector.
Moving forward, investors should pay close attention to corporate earnings reports and global economic indicators. These factors will be crucial in determining which stocks can justify their current valuations. Keeping a close watch on these developments will help investors make informed decisions in a market that is becoming increasingly segmented.
Excerpt from Economic Times
Stock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to Chandraprakash Padiyar, senior fund manager at Tata Asset Management. Padiyar said valuations look expensive in some pockets but reasonable in others, making earnings and cash-flow…Read the original at Economic Times
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