ReferIndia News Q1 is a noisy quarter, not a broken one; Rishabh Nahar advises holding underlying business through the noise rather than trying to time it

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Q1 is a noisy quarter, not a broken one; Rishabh Nahar advises holding underlying business through the noise rather than trying to time it

Published on: July 2, 2026, 7:42 a.m. | Source: Moneycontrol

Smallcaps trade near 35x earnings versus roughly 19.5x globally, that gap hasn't fully closed despite this year's correction. Earnings, not sentiment, need to catch up first. So stay selective rather than chase the index, said Rishabh Nahar of Qode Advisors.

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