Скачать или смотреть Valuations Are the Only Worry! Manish Sonthalia Decode IPO Mania, IT Contrarian Play & Market Views

Valuations Are the Only Worry! Manish Sonthalia Decode IPO Mania, IT Contrarian Play & Market Views

valuations are the only real concern in secondary markets. He explains why most IPOs are overpriced listing games, why selective primary + secondary exposure works, and why rate-sensitives, capital markets, IT (as an anti-AI play), and bullion (10–15% allocation) should remain in investor portfolios. Here's his complete market roadmap.

#etnow #ai #valuations #ipo #ipomarket #itsector #businessnews #stockmarket #topnews

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