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As the market is at peak valuations, the short-term outlook looks scary with headwinds such as a change in policy stance by global central banks, or a slower growth rate due to Covid hiccups. One way to navigate these short-term hurdles is by betting on capex and earnings growth in the next few years. Read more on the biggest themes to play GDP growth in the long-term, how to pick IPOs, valuations of unicorns and more in this weekend’s edition of ‘Long & Short of Markets’.
Investment theme for decades!
Veteran fund manager Mihir Vora turned the pages of history to Japan in the ‘60s, South Korea in the ‘80s and ‘90s and China post ‘90s to infer that for a structural decade-long GDP growth, physical asset creation, boost in manufacturing capacities and infrastructure is a must. For decades-long growth, he says that we have to bet on infrastructure, capex, and real estate.