Indian Markets Are Expensive: Kotak Mahindra's Kurian

The video discusses India's earnings growth since March 2020, highlighting improvements in corporate earnings and profit-to-GDP ratios driven by domestic demand. It addresses risks such as rising commodity costs due to China's influence and the banking sector's role in driving profitability. The video also examines India's market valuations, noting that they are high compared to emerging markets, which may lead to volatility despite stable growth prospects.

What risks could potentially impact Indian corporate earnings in the near future?

Discuss the implications of high valuations on foreign investment in the Indian market.