The markets are already factoring in a healthy 25 per cent earnings CAGR over FY21-FY23, says ASHISH GUMASHTA, managing director & chief executive officer at Julius Baer India, in an interview with Puneet Wadhwa. Any disappointment on the earnings front, he says, may lead to market volatility in 2021.
Edited excerpts: What is your market outlook for 2021? We continue to maintain a constructive view on Indian equities for 2021. With a successful breakthrough on the vaccine front, we seem to be moving closer to normalisation in a quarter’s time. The investment/capex cycle is ...
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