“Overall, the 2022 outlook remains constructive wherein the terms of returns may not be as strong as last year but overall we would still e...

“Going forward, earnings delivery and earnings growth are going to be the key themes.”

In the case of emerging markets like India, where the external accounts are pretty good and the fiscal situation is under control and a ser...

There are quite a bit of opportunities in these two themes in the Indian midcap space, says Rana B Gupta

In the near term, even the cyclical part of the economy will pick up. Digital and manufacturing are more medium to longer-term drivers. The...

EMS or electronic manufacturing services cos have a lot of scope for import substitution. In three to five years, India’s position is quite...

There is value across pockets after the market corrected a lot, says MD, Manulife Investment.

Banks and financials are in a sweet spot because liquidity is good and rates are falling.

Investors seek markets with large hinterland, domestic demand and political stability, says Manulife MD

Although liquidity picture is good, it may not translate into earnings growth, says Gupta.

“If the US 10-yr bond yield goes past 3.5% that would pressure the emerging markets.”

Medium to longer term basis, we are quite positive on India, says the MD, Indian equities.

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