We've always been sector- and market cap-agnostic: Enam AMC's Jiten Doshi

In a supply-starved economy, there is enough appetite for local as well as global capital, which is hungry for growth opportunities, said Doshi

It has been a good week for the markets, as front-line indices have been inching towards their two-month high. JITEN DOSHI, co-founder and chief investment officer at Enam Asset Management Company (AMC), states in an email interview with Puneet Wadhwa that corporate earnings growth will play a pivotal role in determining market performance going forward. Edited excerpts:

What’s your outlook for the markets? Are valuations a sentiment dampener for investors now?

The market rally is a function of earnings trajectory, participation structure, and liquidity.

In a global ecoscape where growth, certainty, stability, and prudence are hard to find in one