Manulife's Rana Gupta sees opportunities beyond large caps in mid-sized lenders and manufacturing
Key Takeaways
- •Gupta said he expects stronger earnings growth beyond large-cap stocks.
- •He identified NBFCs, gold loans, manufacturing, select IT companies and commodities as areas of opportunity.
- •He said the investment case also includes mid-sized lenders and new-age manufacturing companies.
- •His comments focus on where earnings visibility and profit growth may be emerging across the market.
Rana Gupta, Senior Portfolio Manager and India Equity Specialist at Manulife Investment Management, said he sees stronger earnings growth beyond large-cap stocks, with opportunities in non-banking financial companies (NBFCs), gold loans, manufacturing, select information technology companies and commodities.
Gupta said the investment case extends to mid-sized lenders and new-age manufacturing companies as he looks beyond large caps. The view comes at a time when investors are often watching for earnings visibility across different parts of the market, making his focus on smaller and mid-sized businesses relevant for readers tracking where profit growth is concentrated rather than simply where companies are largest.
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