Herald Van Der Lindeof HSBC believes that earnings growth will remain strong, making Indian equities an attractive investment option. Unlike other markets in the region, India’s macro story is resilient and supported by factors such as good export numbers, domestic investments, and a growing consumer base. Van Der Linde recommends investing in banks, consumer staples, and retailers. While there may be a tactical shift from small and midcaps to largecaps, he sees potential in domestic-oriented companies.
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