Herald Van Der Lindeof HSBC believes that earnings growth will remain strong, making Indian equities an attractive investment option. Unlike other markets in the region, India s macro story is resilient and supported by factors such as good export numbers, domestic investments, and a growing consumer base. Van Der Linde recommends investing in banks, consumer staples, and retailers. While there may be a tactical shift from small and midcaps to largecaps, he sees potential in domestic-oriented companies.
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