Tamohara Investment Managers: India's FY22 Corporate Earnings To Grow To 25%

The video discusses the current state of equity valuations in India, highlighting the initial phase of an equity rally and the importance of comparing equity market valuations to bond yields. It explores investment opportunities in financials, IT services, healthcare, and manufacturing, emphasizing the potential for India to become a global manufacturing hub. The video also covers economic growth projections, with expectations of high single-digit GDP growth and mid-teen stock returns. Finally, it examines the impact of COVID-19 on market structure, noting broader market participation and corporate cost adjustments.

What sectors are currently considered attractive for investment in India?

What role do government reforms play in the future of India's manufacturing sector?

How do you assess the potential risks that could affect the Indian market's growth?