Deepak Shenoy, CEO of Capitalmind, explains to the host why standard Indian listed small caps (companies ranked 251–500 by market cap) are fundamentally sound rather than excessively overvalued.
“In the year of the year, the companies, the market cap, two 51 to 500, versus the multiple today, is the same. Matlab, their valuations have gone up three X. Their earnings have gone up three X. That means from 2019 to now, which is roughly five years, three and a half, four and a half years. Your earnings has grown exactly as much as valuations.”
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