Expert view: Market stable due to strong SIP inflows; time to dump stories and focus on cash flows

Screening for companies with P/E ratios under 20 and PAT growth above 20% reveals limited options across sectors like capital goods and automobiles. The market’s focus has shifted to execution over narrative, with the era of effortless gains ending due to inflated valuations and decelerating growth.Screening for companies with P/E ratios under 20 and PAT growth above 20% reveals limited options across sectors like capital goods and automobiles. The market’s focus has shifted to execution over narrative, with the era of effortless gains ending due to inflated valuations and decelerating growth.