Look for pockets where earnings are depressed to find value buys: Sage One’s Samit Vartak

The most dangerous thing is when you enter at a high PE multiple and high margins, there is a double whammy possible —earnings and PE multiples may contract at the same time.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/look-for-pocketsearningsdepressed-to-find-value-buys-sage-one’s-samit-vartak_17244561.html