What is your outlook on the Indian equity markets in the short to medium term?
The Indian economy appears to be well-placed for reasonable growth supported by demand normalisation and manufacturing revival. Policy reforms of the past few years, huge under-investments in capex, stronger corporate balance-sheets alongside a transition to a multipolar world can aid manufacturing, exports and capex, thus potentially creating a virtuous cycle of growth. However, the near-term market sentiment could be potentially impacted by headwinds like global slowdown, especially in Europe, US and China along with higher interest rates, higher energy costs, etc. After the recent sharp rally in equities, the market has rerated and will track pace of earnings recovery as multiple rerating has already happened.
The Nippon India Multi-Cap Fund recently completed 17 years with a 16.42 per cent compounded annual return since inception. Can you shed some light on the fund’s opportunistic investment style that has consistently outperformed the broader markets?
Esta historia es de la edición September 26, 2022 de Dalal Street Investment Journal.
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Esta historia es de la edición September 26, 2022 de Dalal Street Investment Journal.
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