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Rich valuations, elevated crude narrow equity opportunities: Andrade

1 week ago 6

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Andrade says rising valuations and macroeconomic (macro) headwinds are narrowing the opportunity set in the equity market

Kenneth Andrade

premium

Kenneth Andrade, founder and chief investment officer of Old Bridge Mutual Fund

Abhishek Kumar Mumbai

4 min read

Last Updated :

Sep 28 2026 | 12:16 AM

IST

Crude oil prices remain elevated, and some of the expectations embedded in valuations will have to be normalised, says Kenneth Andrade, founder and chief investment officer (CIO) of Old Bridge Mutual Fund (MF). In an in-person interaction with Abhishek Kumar in Mumbai, Andrade says rising valuations and macroeconomic (macro) headwinds are narrowing the opportunity set in the equity market. Edited excerpts:

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