Markets are now looking at FY23 earnings: Yogesh Patil of LIC MF Asset Mgt

In a Q&A, the head of equity at the fund shares his investment strategy and key takeaways from the June 2021 quarter results of India Inc

YOGESH PATIL, head of equity at LIC Mutual Fund Asset Management shares his views on the road ahead for equity markets, his investment strategy and key takeaways from the June 2021 quarter results of India Inc in an interview with Puneet Wadhwa. Edited excerpts:

Do you see any stress points for the markets given that they are already at record highs?

Markets are now looking towards fiscal 2022-23 (FY23) earnings. Corporate earnings for the September quarter may not have a significant impact on the broader equity market, though we may see stock-specific reactions. While the fear of the third wave