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Herald Van Der Lindeof HSBC believes that earnings growth will remain strong, making Indian equities an attractive investment option. Unlike other markets in the region, India's macro story is resilient and supported by factors such as good export numbers, domestic investments, and a growing consumer base. Van Der Linde recommends investing in banks, consumer staples, and retailers. While there may be a tactical shift from small and midcaps to largecaps, he sees potential in domestic-oriented companies.
Hemang Jani suggests moving allocation from midcap/smallcap companies to largecaps like Lemon Tree and Indian Hotels, as well as pharma and NBFCs. Reliance is expected to perform well due to Jio's growth and positive valuation. Moving 10-15% portfolio to largecaps is sensible. The NBFC sector is stabilizing, with Poonawalla Fincorp and LIC Housing expected to deliver strong results. Midcaps are still a good investment, but selective choices are important. The pharma sector has rebounded, with Cipla, Sun Pharma, Dr Reddy's, Laurus Labs, and Aurobindo Pharma as top bets.
Sunil Subramaniam says: “Multi-asset funds are now the only way to buy paper gold in a tax evasion manner. What our fund proposes to do is for a moderate investor who wants long-term inflation and fixed deposit beating returns with lower volatility, a blending of gold and equity in the same portfolio achieves a sharp reduction in risk but with not a commensuration return in rewards.”