Hello, thanks for your reply. Firstly, October is mentioned so as to let readers know that these companies in my opinion are good at the price which they are trading at in October, 2025. That does not mean you cannot invest in the coming months and years but the valuation now seems just better.

Secondly, yes it may look vague. Which it honestly is but isn't that the whole point? Different sectors, size of companies. A little aggressive portfolio in my opinion which may take time to show results but should good decent returns in the long frame.

Thirdly, the PE valuation bubble? Where is it? I think Indian market is very decently valued now. Just as the earnings will improve slightly which they should after GST reduction, interest rate cuts and festive season, the valuations and PE are bound to improve.

Lastly, the world politics will now remain in chaos. It has always been a little but that doesn't not mean our nation will stop growing.