India is in a good position to outperform EMs in 2018: Sunil Singhania

We are optimistic on the road ahead for the markets: Global head, equities at Reliance Capital

The stock markets will enter 2018 near all-time highs. Sunil Singhania, global head – equities at Reliance Capital, tells Puneet Wadhwa the outcome of next year’s Assembly elections, macroeconomic indicators, corporate earnings growth and global events could keep the markets choppy. Edited excerpts:

How do you see the Indian markets, compared to emerging market (EMs) peers, over the next year?

We are optimistic on the road ahead for the markets. In 2017, they performed in line with most EMs. It was also the year when the macros did well; the micros did not keep pace. To some extent, 2018 will