“Indian macros are firing on all cylinders,” Mayank Khemka, chief investment officer for India at the bank, said in an interview, pointing to economic data ranging from power and fuel demand to auto sales. “When all of this is happening, it has to reflect in corporate performance. From here, the expectations of market returns should be in line with earnings growth, which is likely to be in double digits.”
Banking and finance sector holds promise for absolute positive returns: Vetri Subramaniam
There could be periods of the market in which you want to be 100% momentum and that will be the best strategy to run with