[ad_1] The next bull market will be driven by consumer and financial stocks, according to Rana Gupta, Senior Portfolio Manager and India Equity Specialist at Manulife Investment Management. He said the market needs time to stabilise before significant gains, and sectors that led the previous rally—such as industrials and public sector undertakings (PSUs)—may take a […]
FIIs may return to Indian markets in the second half as valuations stabilise: Manulife’s Charlie Dutton – CNBC TV18
[ad_1] Foreign institutional investors (FIIs) are expected to return to Indian markets in the second half of the year as valuations normalise, according to Charlie Dutton, Head of Emerging Markets at Manulife Investment Management. Despite recent sell-offs, he sees India as a strong long-term investment destination, with opportunities in midcap stocks, internet platforms, and IT […]
Rana Gupta flags two key risks that could weigh on the market – CNBC TV18
[ad_1] Rana Gupta, Senior Portfolio Manager and India Equity Specialist at Manulife Investment Management, identified two key downside risks for the Indian market. The first risk comes from the potential oversupply of equity paper. Gupta mentioned that several large initial public offerings (IPOs) are planned for October and November, and if these issues do not […]