What to make India a foreign capital destination

Synopsis

“In the last four quarters, we have been concentrating on the broader thesis that the domestic credit growth cycle and business cycle is largely trending. This includes financials, autos, industrials, consumer discretionary, housing value chain as well as services like hospitals, film exhibition, hotels. We are identifying opportunities in the domestic part of economy.”

“As global growth moderates, the earnings growth cycle in externally facing sectors will keep moderating as one goes through the next 2-4 quarters. The domestically oriented sectors which were impacted by a combination of Covid as well as certain non-Covid factors, some of which were in their own down cycle, are coming back,” says Shridatta Bhandwaldar, Head of Equities, Canara Robeco

How are you making sense of the way the last couple of

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