 "Vinay Paharia, Chief Investment Officer, Union Asset Management Company")
Despite the recent market correction, the benchmark Nifty50 index continues to enjoy a moderate premium to its current fair value. VINAY PAHARIA, chief investment officer at Union Asset Management tells Lovisha Darad, in an interview that consumer discretionaries, automobiles, and top financial lenders would drive Nifty EPS upgrade in the second quarter of FY23 (Q2FY23). Edited excerpts:
What's your reading of the markets since June 2022?
In response to the red-hot inflation, central banks across the world, led by the US Federal Reserve and the European Central Bank (ECB) have adopted a hawkish interest rate stance since the onset of
