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Markets have factored in the worst-ever quarterly numbers: Sunil Singhania

Global central banks have used the balance-sheet expansion mode to tide over the near-term economic stress because of the Covid-19 pandemic

Sunil Singhania, founder, Abakkus Asset Manager
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Sunil Singhania, founder, Abakkus Asset Manager

Puneet Wadhwa
After a sharp recovery from their March 2020 lows, the markets are now preparing for India Inc to unveil its financial performance for the June quarter. Sunil Singhania, founder, Abakkus Asset Manager, tells Puneet Wadhwa long-term investors should take a forward-looking call now rather than wait to buy at March lows. Edited excerpts:
 
Do you think investors have missed the bus or will the market give another March 2020-like investing opportunity over the next few months?

Global equities have had a good liquidity-driven run, with several markets recording their best quarterly gains in years. Several stocks have even doubled from