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.
Any relief rally in markets likely limited and temporary: David Roche
Global markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and equity market moves reflect speculation
May 25, 2026