Ashwini Agarwal’s Warning: Don’t Try To Catch The Market Bottom

Ashwini Agarwal, founder of Demeter Advisors, expects Corporate India to deliver 12-13% earnings growth even as geopolitical uncertainty keeps markets volatile. He says large-cap stocks look attractive on valuations but cautions against trying to identify the exact market bottom. Agarwal discusses why investors could instead focus on individual companies and their earnings prospects, the impact of the US-Iran conflict on foreign investor interest, and why he considers the current market environment "scary."