ETMarkets Fund Manager Talk: Rupee depreciation “single most” key risk for Indian equities: Aditya Sood, InCred AMC
“There are several factors in favour of continued strong earnings growth in Indian equities, namely start of the capex upcycle led by higher state outlays for infrastructure projects, PLI incentives for manufacturing and deleveraged balance sheet of Indian corporates; strong recovery in consumption rising disposable incomes in services sector and real estate demand fuelled by pent-up demand and increasing supply of credit.”
