Foreign investors continue to show confidence in India despite global uncertainty: Pratik Gupta

Foreign investors continue to show confidence in India despite global uncertainty: Pratik Gupta

“The management commentary across the board is by and large still somewhat weakish to at best neutral in most cases. So, we still are not really in a good news environment. The good news would be when I guess earnings really start delivering and you start seeing good earnings growth coming through,” says Pratik Gupta, … Read more

Monitoring inflation in US & Indian market; going for largecaps in India: Hartmut Issel

Monitoring inflation in US & Indian market; going for largecaps in India: Hartmut Issel

Hartmut Issel, Head Equity & Credit APAC, CIO WM, UBS Wealth Management, says they would steer more towards the largecap side. Valuation growth, risk reward look better on this level. Within sectors, consumers at zero growth is a very clear opportunity. Financials also, especially banks, provide opportunity as they have been a bit of a … Read more