Financial sector is in the middle of a perfect storm: Pankaj Murarka

"September quarter earnings will be somewhat a mixed bag, as the pandemic has had varying impact on companies across sectors," says Murarka.

As economies unlock and get back to their normalised level of activity, equities should do well over the next two-three years, says PANKAJ MURARKA, founder, Renaissance Investment Managers in an interaction with Swati Verma. He advises investors to use dips to buy for the long term. Edited excerpts:

The market has witnessed correction in the last few sessions after a phenomenal rise since March-low. What's your view?

Globally, we are witnessing a pullback in risk assets across the board after a ferocious rally in the last six months. After the sharp rally, equity markets are ahead of the real economy