Global turmoil not over, volatility to remain: MD, ITI Long Short Eq Fund

In Q&A, Rajesh Bhatia spells out the key tailwinds and risks the domestic markets face at this juncture and how a long-short fund can help protect downside risks

The domestic economy has a strong multi-year tailwind, which will boost equity market returns, says Rajesh Bhatia, MD & CIO, ITI Long Short Equity Fund. In an interview to Sundar Sethuraman, Bhatia spells out the key tailwinds and risks the domestic markets face at this juncture and how a long-short fund can help protect downside risks. Edited excerpts:

After hitting lifetime highs in October 2021, the Indian markets have swung wildly. How has been this journey for a long-short fund like yours?

In recent times, central bank policies of developed economies have become the primary driver of global assets markets,