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CIO sees room for double-digit upside in Indian equities
An investment head expects double-digit gains in Indian equities, while cautioning that gold’s rally could pause; favours selective cyclicals and financials.
A domestic investment chief projected double-digit upside for Indian stocks over the next year, citing resilient earnings, infrastructure spend and steady domestic flows. While supportive on the structural outlook for gold amid de-dollarisation, the executive warned the metal’s recent rally may cool near-term. The stance implies selective positioning in quality cyclicals and financials, with attention to valuation discipline and cash-flow visibility. Investors are urged to stagger allocations and monitor global liquidity conditions alongside local policy cues.