 "Ritu Arora, chief executive officer and chief investment officer for Asia at Allianz Investment Management")
As the markets prepare for the January-March 2022-23 quarter numbers of India Inc, Singapore-based Ritu Arora, chief executive officer and chief investment officer for Asia at Allianz Investment Management, in conversation with Puneet Wadhwa, says that financial services and consumption-related sectors will lead to market recovery from here on out, galvanised by infrastructure and corporate capital expenditure (capex) investment. Edited excerpts:
Is it safe to assume that the worst is over for the global financial markets?
It is too early to announce that the worst is over. Concerns around systemic risks from the fastest rate-hiking cycle since the 1980s, higher-for-longer
