Manulife 的 Rana Gupta 聚焦大型股以外，偏好中型放款機構與新世代製造業
重點速覽
- •Gupta 表示，他預期大型股以外的獲利成長更強。
- •他點名 NBFC、黃金貸款、製造業、部分 IT 公司與商品為投資機會。
- •他表示，投資邏輯也延伸至中型放款機構與新世代製造企業。
- •他的評論聚焦於市場中哪些領域可能出現更清晰的獲利能見度與利潤成長。
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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