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The Economic Times

Nandini Sanyal

Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky market

Pramod Gubbi Marcellus Investment Managers crude oil India Oil Asian Paints United States

As India's Q4 earnings cycle shows signs of bottoming out, Marcellus Investment Managers lays out a precise three-theme playbook, and warns that macro headwinds from crude oil could undercut the recovery.

India's Q4 earnings season has delivered a pleasant surprise. Nifty 100 profits grew 13% year-on-year, with the bulk of that strength concentrated in the final quarter. But for Pramod Gubbi, Co-Founder of Marcellus Investment Managers, the more important question is not what just happened, but whether it can last.

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