Expert view, April 13 -- Manish Jain, the head of fund management at Centrum, believes double-digit earnings growth, low leverage, and high rates make India a fairly attractive investment destination. He recommends sectors like BFSI, hospitality, discretionary consumption, auto and hospitals at this juncture. In an interview with Mint, Jain shared his views on the Indian stock market and the sectors in which he is positive. Here are edited excerpts of the interview:
We are of the view that India continues to remain a fairly strong and stable economy driven by domestic consumption, policy stability, and execution-focused political dispensation. There have been bouts of global geopolitical turmoil in the recent past.
However, India has de...
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