Financial, metal sectors are likely to lead earnings revival: LIC MF

Interview with Ramnath Venkateswaran, fund manager - equity at LIC Mutual Fund

A full-blown recovery in capex is likely to be seen in the next three – four quarters, which will be driven by new sectors like railways, defence, logistics and urban infrastructure, feels RAMNATH VENKATESWARAN, fund manager – equity at LIC Mutual Fund. In conversation with Puneet Wadhwa, he also shares his sector preferences. Edited excerpts:

What is your outlook for the markets for the remaining part of FY18?

Equity markets have been largely flat over the last two years and there are incipient signs that the underlying economy is gaining strength. It is quite likely that in FY18 equity markets