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Price-value equation in large-caps favour, says Gautam Duggad

Expect markets to remain range bound given the challenging macros: Duggad

Gautam Duggad
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Gautam Duggad, Head, Research, Motilal Oswal Institutional Equities

Ashley Coutinho
Indian equities are still trading at a substantial premium to Morgan Stanley Capital International (MSCI) emerging markets (EM) index despite the recent correction from highs, says Gautam Duggad, head of research, Motilal Oswal Institutional Equities. In an interview with Ashley Coutinho, he points out that supply chain challenges and rise in commodity prices can pose a risk to near-term growth and inflation dynamics. Edited excerpts:

The market has seen a fair bit of volatility of late. What is your equity outlook for the coming months?
 
Expect markets to remain range bound given the challenging macros amid the Russia-Ukraine conflict, rising rates,

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First Published: Mar 25 2022 | 11:31 PM IST

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