Rana Gupta from Manulife Investment Management sees opportunities in the financial sector despite mid-cycle challenges. He is cautious about industrial capex driven stocks, considering them overvalued. Gupta favors large private banks, non-banks in rural areas, and wealth management firms. He believes the financial sector’s stress is temporary, predicting stabilization in the next two quarters.
Know Your Fund Manager: Daylynn Pinto, Senior Fund Manager – Equity, Bandhan AMC
The article explores the career of a fund manager at Bandhan AMC, discussing their journey from a fresher at UTI Mutual Fund to managing multiple