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FII flows could remain volatile till June 2019, says Manishi Raychaudhuri

"Consensus EPS growth for the MSCI India in FY20 is still close to 20 per cent and that could potentially decline by about 5 per cent"

MANISHI RAYCHAUDHURI Asia Pacific Equity Strategist  at BNP Paribas
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Manishi Raychaudhuri, Asia Pacific Equity Strategist at BNP Paribas

Puneet Wadhwa
As the markets gear up for the outcome of the Assembly elections in early December, Manishi Raychaudhuri, Asia Pacific Equity Strategist at BNP Paribas, tells Puneet Wadhwa that the markets eventually look for policy continuity. The Assembly election outcome is unlikely to change that conclusion, he says. Edited excerpts:

Where do you see global markets over the next few months? 
 
Currently, investors’ concerns on equities are hovering around a potential economic slowdown, particularly in the US and China; the trajectory of rate hikes by the US Federal Reserve (US Fed) and the consequences of the US-China trade war. Some