Emkay Investment Managers’ Kashyap Javeri believes India’s sovereign rating upgrade and inclusion in global bond indices will attract significant foreign portfolio inflows, enhancing its standing among emerging markets. While short-term allocations depend on global factors, sectors with export exposure and companies benefiting from lower capital costs stand to gain. Automobile, CDMO Pharma, and capital goods sectors present exciting investment opportunities.
ETMarkets Smart Talk | Crude at $100 could shave up to 1% off India’s GDP growth, cautions Garima Kapoor
India faces economic challenges from rising geopolitical tensions and high crude oil prices. Experts warn of potential GDP growth reduction and inflation spikes. Investors are