India Not Very Attractive Now: Kotak AMC
  • Ekta Tibrewal
  • Sep 04 2013

September 4: Currently trade is in favour of developed markets over emerging markets, but we see a trade reversal in 18-20 months once EM macroeconomic variables improve, says Kotak AMC’s Alroy Lobo. At this moment, from a valuations point of view, India is not attractive on the growth front, he says, adding that “India will be growing below potential for the next two years.”