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We're overweight India in Asian equity portfolio: Manishi Raychaudhuri

The key risks in 2022 are the possible 'overtightening' of monetary policy by central banks and the spread of new Covid variants

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Manishi Raychaudhuri | Asian economy | Equity earnings

Puneet Wadhwa 

MANISHI RAYCHAUDHURI, Head, Asia Pacific equity research,  BNP Paribas
MANISHI RAYCHAUDHURI, Head, Asia Pacific equity research, BNP Paribas

The new Covid strain has dented sentiment across global financial over the past few sessions. MANISHI RAYCHAUDHURI, head of Asia-Pacific Equity Research, BNP Paribas, tells Puneet Wadhwa in an interview that though Indian valuations appear stretched, in an environment of rapid economic recovery and earnings estimate upgrades, investors may be over the medium term willing to back a market with earnings visibility and not focus only on valuations. Excerpts:

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First Published: Mon, December 06 2021. 01:11 IST
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