DSP Asset Managers bets on cyclicals, sees insurance as value play despite global uncertainty
India’s economy is well placed to deliver healthy earnings growth despite geopolitical tensions and higher crude oil prices, according to Anish Tawakley, Chief Investment Officer at DSP Asset Managers. He expects recovering demand and available capacity to support corporate earnings, with cyclical sectors such as financials, cement, autos and capital goods likely to outperform over…
