Sorbh Gupta

Fund Manager Talk | Indian stocks should beat both US and China markets: Bajaj Finserv AMC’s Sorbh Gupta

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Fund Manager Talk | Indian stocks should beat both US and China markets: Bajaj Finserv AMC’s Sorbh Gupta

Pointing out that FII outflows in the last 6 months and the resultant valuation correction offer comfort to global investors, Sorbh Gupta, Senior Fund Manager – Equities, Bajaj Finserv AMC, says the growth differential between India and other larger economies should increase. “So Indian equity should outperform from here on compared to US or China … Read more

Fund Manager Talk | How Bajaj Finserv AMC’s Sorbh Gupta is tweaking portfolio for Samvat 2081

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Fund Manager Talk | How Bajaj Finserv AMC’s Sorbh Gupta is tweaking portfolio for Samvat 2081

Sorbh Gupta, Senior Fund Manager – Equities, Bajaj Finserv AMC, has aligned his portfolios towards higher large-cap exposure where the risk-reward looks more favourable. “We see good opportunities in Consumer Staples, Mass Consumption, Consumer discretionary, and the Pharma Space. These sectors can help mitigate impact on the portfolio from sharp volatility in the near term, … Read more