WhiteOak bets on India’s small- and mid-caps on earnings strength, growth prospects
India’s small- and mid-cap stocks are entering a sweet spot, with stronger earnings, price corrections and improving valuations making them more attractive than large-caps, said Hiren Dasani, chief investment officer for emerging markets at Singapore-based WhiteOak Capital. ”The real opportunity lies in companies tied to powerful structural themes such as manufacturing, supply-chain diversification, defence, energy…
