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'Sector rotation, a trend we saw in 2020, will continue even in 2021'

Kumar believes that as long as liquidity remains ample, economic recovery gathers steam and the Covid-19 vaccine roll-out picks up pace, markets will keep climbing the wall of worry

Topics
Markets | Indian equity markets | Sensex

Puneet Wadhwa  |  New Delhi 

With the markets ruling at all-time highs, MANISH KUMAR, chief investment officer at ICICI Prudential Life Insurance tells Puneet Wadhwa in an interview that as long as liquidity remains ample, economic recovery gathers steam and the Covid-19 vaccine roll-out picks up pace, markets will keep climbing the wall of worry.

Edited excerpts: How do you see the markets play out in 2021? Structurally, India is seeing a broad-based recovery with less sectors going through stress despite being hit hard by the pandemic. Indian markets are yet relatively insulated from global uncertainties. ...

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First Published: Thu, December 17 2020. 14:13 IST
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