“We are remaining focused on India and Southeast Asia markets,” Manishi Raychaudhuri, head of Asia Pacific equity research for BNP Paribas, said on Bloomberg TV. “These are not only growing in terms of economic revival post-Covid, but also strongly growing in terms of the earnings estimates.”
Valuations turn attractive as markets look beyond uncertainty: A Balasubramanian
Amidst geopolitical uncertainty, market expert A Balasubramanian suggests the worst may be nearing an end, with improving macro signals and reasonable valuations in Indian equities.