After a sharp rally since March lows, Jitendra Gohil, head of India equity research, Credit Suisse Wealth Management, tells Puneet Wadhwa his house remains neutral on equities as an asset class, but believes they may remain well supported as global bond market yields are unattractive.
Edited excerpts What’s your outlook for the markets after the sharp rally since March lows? Without any material fiscal support, it will be tough for the economy to reach pre-Covid-19 levels anytime soon. It is natural to see macro improvement on a sequential basis after the kind of sharp dip we …
