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DSP Asset Managers CIO Anish Tawakley explained his expectation for India's earnings cycle to remain strong despite higher crude prices, outlined a preference for cyclical sectors, expressed caution on IT and unsecured lending, and highlighted insurance as an attractive long-term opportunity.
India
Who
Anish Tawakley
What
DSP Asset Managers CIO Anish Tawakley explained his expectation for India's earnings cycle to remain strong despite higher crude prices, outlined a preference for cyclical sectors, expressed caution on IT and unsecured lending, and highlighted insurance as an attractive long-term opportunity.
When
Sat, 18 Jul 2026 09:10:03 GMT · 1h 40m ago
Where
India ·
Why
Expectation of a strong earnings cycle in India despite global uncertainty and higher crude prices.
The Frontline Impact
How this affects you
DSP Asset Managers is adjusting its investment strategy to favor cyclical sectors and insurance, while expressing caution on IT and unsecured lending, indicating a specific market outlook for India.
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