Expect emerging markets like India to remain beneficiary out of global flows: Arindam Ghosh, BlackRidge Capital Advisors

In a chat with ET Now, Arindam Ghosh, CEO, BlackRidge Capital Advisors, shares his views on the current outlook of the market. Excerpts:

ET Now: The economic outlook hasn't changed-earnings are contracting and margins are compressing. Why our markets moving from strength to strength?

Arindam Ghosh: This is a global liquidity driven rally. We have had this US shutdown for some time—it's after-effects, data going soft from US, going unreliable—all of these aspects gives emerging markets a lot of breathing space.

Hence, many of the emerging markets including India is going to remain beneficiary out of global flows.