Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky market
· economictimes.indiatimes.com
India's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreciating rupee pose risks. Marcellus Investment Managers identifies three key themes for investors: private sector financials, healthcare, and manufactured exports, highlighting their compelling valuations and structural growth prospects amidst a challenging market.
Micro and macro have "completely reversed
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