ETMarkets Smart Talk| Valuations remain elevated; dont mistake optimism for a new bull market, says DSPs Sahil Kapoor

DSP Mutual Fund's Sahil Kapoor advises caution, noting elevated valuations and stagnant fundamentals despite market optimism. He urges investors to distinguish sentiment-driven rallies from genuine recovery, emphasizing the need to monitor earnings quality and margin trends. Kapoor also shares insights on gold, the US Fed's policy impact, and attractive sectors.