Indian Equity Outlook: From Survival to Revival (PineBridge Investments)

• India’s economic recovery is progressing rapidly, with the rate of contraction slowing.
• Low interest rates augur well for the acceleration of investment activity, and we don’t expect hurdles in capex financing.
• While markets have recovered and price-earnings multiples have risen, PineBridge Investments believe attractive investing opportunities still abound.
• PineBridge Investments look for well-managed companies that can efficiently deploy large sums of capital. These include well-run and technologically savvy companies in the information technology, pharmaceuticals, health care, housing, and financial sectors. READ MORE

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