
What’s the outlook for Indian equities?
In this video, Manish Gunwani, Head of Equities at Bandhan AMC shares insights on:
- Long-term equity market valuations vs inflation
- Why Indian equities remain fairly valued in the global context
- Business cycle analysis across US, Europe/China, and India
- How low inflation, stable banking sector, and supportive policy are shaping India’s growth outlook
- Portfolio stance: preference for domestic cyclicals and consumption themes
📌 Key takeaway: Understanding where India stands in the global cycle and what it means for investors.
#IndianEquities #MarketOutlook #InvestmentInsights #EquityMarkets #BusinessCycle #WealthPlanning #MutualFunds #FinancialLiteracy #Nifty #sensex #money #wealthplanning
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