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NEWS

13
Feb
2017

There is money to be made in largecaps; like real estate: Sanjeev Prasad, Kotak Institutional Equities

Indian markets have bounced back strongly from post-demonetisation lows, but they are merely playing catch-up after underperforming EMs in the last two months of 2016. In an interview to Sanam Mirchandani, ahead of a Kotak investor conference, Sanjeev Prasad, co-head, Kotak Institutional Equities, says he believes the US economy is recovering well and the US Federal Reserve may hike rates twice this year, which could reverse the recent out-performance triggered by a weaker dollar. Edited excerpts: Indian markets are near the life-time high. What would you attribute this to? India has outperformed emerging markets by about 3% in the past month. That is basically a catch-up as India under-performed EMs in November and December post demonetisation. In fact, over a three-month period, India has still underperformed the MSCI EM index and performed in line with the index on a six-month basis. Some attribute the recent gains to clarity on taxation on FIIs in India but EMs are performing based on how the US dollar is behaving in the short term.
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