 "Savita Subramanian, Head of US Equity and Quantitative Strategy, BofA Securities")
The US market has been the best-performing globally over the past one year. SAVITA SUBRAMANIAN, head of US equity and quantitative strategy, BofA Securities, spells out the factors underpinning a strong US equity market and possible headwinds and tailwinds, going ahead. In an interview with Samie Modak in Mumbai, Subramanian says high valuations suggest low to mid-single digit returns over the next 10 years. Edited excerpts:
US equities have been best-performing globally. Why is the US market doing so well vis-à-vis other global markets?
The US corporate sector has several advantages that have allowed companies to outperform many other global regions. Firstly,
