Investors expecting 15-20% returns may be disappointed: Rajeev Thakkar (opens original article in a new tab)

Rajeev Thakkar warns investors to expect lower equity returns as corporate profits grow slowly, with some market segments still overvalued and challenges in competitive sectors like food delivery. He advocates for diversified portfolios with global investments to reduce risk.

• Investors should expect lower nominal equity returns due to slower corporate profit growth
• Some market segments remain overvalued despite recent corrections
• Thakkar suggests diversifying portfolios with global investments to reduce risk
• Cash positions in portfolios are within permissible limits and reflect strategic management
• Certain sectors like food delivery face challenges due to high competition and low profitability