“Raamdeo Agrawal is cautiously bullish on the Indian market, particularly the Nifty, which he finds genuinely attractive below 20x earnings. He believes India's significantly improved macro resilience suggests the current 15-17% correction may be shallower than past crises, with the bulk of the damage potentially done. While acknowledging the West Asia conflict poses risks to corporate earnings if prolonged, he notes the market is currently pricing in fear rather than an earnings collapse, making valuations compelling.”

Raamdeo Agrawal’s track record: 5 graded calls · 95% CI 23–88%