India's corporate earnings growth is on track to meet expectations of 10% for the current financial year, with a potential acceleration towards 15% by financial years 2027 and 2028, according to Rana Gupta, Senior Portfolio Manager and India Equity Specialist at Manulife Investment Management.
Gupta pointed out that financials and auto sectors have positively surprised this quarter, while others such as domestic infrastructure companies, including telecom and hospitals, delivered good results.
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Commenting on the broader theme of digital businesses, Gupta expressed a positive view on vertically integrated platforms operating in large markets like financial services. He believes such companies can lever

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