Daily Voice: Can India's structural growth themes drive long-term compounding? Rohit Sarin answers
β’ Rohit Sarin of Client Associates has updated his market outlook, upgrading his stance on mid-cap stocks to "overweight" and small-caps to "neutral." β’ The assessment favors sectors aligned with India's domestic growth story, specifically highlighting banking and financial services as key areas for potential earnings growth. β’ These sectors are expected to perform well due to resilient asset quality, improving credit growth, and strong domestic inflows.
moneycontrol.com